Gå frakoblet med Player FM -appen!
Lead, Motivate, and Inspire a Team of 50 Financial Advisers with Alana Collinson
Manage episode 445305038 series 3114036
Podcast guest Alana Collinson is the operations manager of: https://www.financialindependence.co.nz/
Chapters
00:00 Building a Strong Team Culture
03:02 Hiring for Values vs. Performance
06:00 Creating a Collaborative Environment
08:57 Managing Underperformance and Expectations
12:08 The Importance of Clear Communication
15:10 Training and Development for New Advisors
17:53 Understanding Client Psychology
21:02 Navigating Client Objections
24:01 The Economics of Insurance Advisory
26:56 Integrating Life and General Insurance
29:56 Building a Custom CRM System
479 episoder
Manage episode 445305038 series 3114036
Podcast guest Alana Collinson is the operations manager of: https://www.financialindependence.co.nz/
Chapters
00:00 Building a Strong Team Culture
03:02 Hiring for Values vs. Performance
06:00 Creating a Collaborative Environment
08:57 Managing Underperformance and Expectations
12:08 The Importance of Clear Communication
15:10 Training and Development for New Advisors
17:53 Understanding Client Psychology
21:02 Navigating Client Objections
24:01 The Economics of Insurance Advisory
26:56 Integrating Life and General Insurance
29:56 Building a Custom CRM System
479 episoder
Усі епізоди
×Velkommen til Player FM!
Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.