Converting Culture into Growth: How Elite Financial Advisors Create High-Performing Teams

23/01/2025 27 min Episodio 155
Converting Culture into Growth: How Elite Financial Advisors Create High-Performing Teams

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Episode Synopsis

A strong team culture can significantly enhance your practice's productivity and retention. But how do you build one that attracts top performers and drives sustainable growth? Discover the strategic frameworks that transform average teams into growth engines for your practice. Join host Kalem Mackey, CFP®, BPC, Executive Vice President at C2P, and guest, Josh Friberg, a highly skilled exchange facilitator, as they reveal how elite advisory firms use culture to accelerate acquisitions, boost client retention, and create sustainable competitive advantages. Whether you're leading a small team or managing multiple locations, this episode delivers proven systems for building a culture that becomes your firm's most valuable asset.Resources:Books:Supercommunicators by Charles Duhigg The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results by Gary Keller and Greg PapasanSlow Productivity: The Lost Art of Accomplishment Without Burnout by Cal NewportWho Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork  by Dan Sullivan and Dr. Benjamin HardyEssentialism: The Disciplined Pursuit of Less by Greg McKeownExtreme Ownership: How U.S. Navy SEALs Lead and Win  by Jocko Willink and Leif Babin Leaders Eat Last: Why Some Teams Pull Together and Others Don't  by Simon SinekThe 21 Irrefutable Laws of Leadership: Follow Them and People Will Follow You by John Maxwell  Start with Why: How Great Leaders Inspire Everyone to Take Action by Simon Sinek The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change by Stephen R. CoveyThe 4 Disciplines of Execution: Achieving Your Wildly Important Goals by Chris McChesney by Chris McChesneyPodcast: Episode 115: Supercommunicators with journalist Charles DuhiggVideo:Big Think+ interview with Cal NewportStatistics:Remote work productivity increases 22% on average when properly managed and supported80% of team members select flexible scheduling over additional compensation when given the choice

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