We work with Financial Advisors to achieve transformational growth and life balance through integrating leadership principles and developing teams.
Most advisors focus on the technical or production aspect of the business and their teams are structured to support producers rather than create remarkable client experiences. This leads to low client satisfactions ratings, poor team member engagement and low talent retention.
Building a leadership culture that inspires a team’s best effort and creates a Collaborative Advice Experience that clients will remember leads to the complete transformation of financial planning and your team.
"People don't buy WHAT you do, they buy WHY you do it." - Simon Sinek
Lead with Why
We start by developing your driving force also known as your WHY and use it to create a Ritz-Carlton client experience built around collaboration with clients and team members.
Defining the WHY from the client’s perspective is the critical first step. When we align the HOW, a Collaborative Advice Experience, the WHAT we do becomes more meaningful and creates a megaphone effect.
Our programs build level 4+ leaders and transform your team’s focus – from a WHAT driven team to a WHY driven team. We will assess your current structure, determine what works, what doesn’t, and where there is room for improvement. We’ll help you navigate the pitfalls, sidestep potholes and reach your potential to provide remarkable client experiences.
This is leadership in action, this is Inspire Network.