Webinar Highlights: Building A Culture For Your Wealth Practice
Автор: Blueprint Investment Partners
Загружено: 2024-05-16
Просмотров: 30
Описание:
Highlights from a live webinar hosted by asset manager Blueprint Investment Partners May 15, 2024, which was moderated by CEO and Co-Founder Jon Robinson and featured Eric Downing, Founder and President of Proven Paradigm Consulting.
Eric Downing, Founder and President of Proven Paradigm Consulting, provided resources, strategies, and tools that we believe can help cultivate efficiency in your advisory practice.
He shared how financial advisory practices can aim to create environments where teams excel in facing challenges and thrive in fostering effective group dynamics. The strategies presented were fueled by diverse experiences from military, financial, and academic settings. We believe these strategies can enhance your team’s performance and client relationships.
Downing also discussed the five characteristics of what we consider elite cultures:
1. Understanding people’s motivations
2. Building trust
3. Developing communication skills
4. Embracing risk
5. Identifying barriers to execution
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