Artwork

Konten disediakan oleh Ray Sclafani. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ray Sclafani atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Player FM - Aplikasi Podcast
Offline dengan aplikasi Player FM !

Career Pathing & Team Incentives

11:30
 
Bagikan
 

Manage episode 429198795 series 3582122
Konten disediakan oleh Ray Sclafani. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ray Sclafani atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode, Ray Sclafani discusses the importance of career pathing and team incentives in building successful financial advisory teams. He shares insights from a breakout session he facilitated at the 2024 Barron's Team Summit in Las Vegas. Key insights are shared by; Jeff Brown, president of Stratos Private Wealth, Tony Parr, partner at Parr McKnight Wealth Management Group, and Jeff Price, managing director of Merrill Wealth Management, on designing clear career paths, conducting regular performance reviews, and creating a flexible work environment. The conversation also explores the use of creative incentives, such as profit sharing and referral rewards, to motivate and retain team members. The key takeaways include the need for clear career paths, regular performance reviews, a flexible work environment, and creative incentives to attract, retain, and motivate team members.

To download the Prioritize People Plan Evaluator™ visit www.clientwise.com/peopleplan

To find this article from The ClientWise Blog click here or visit www.clientwise.com/blog/career-pathing-team-incentives-part-one

For more information on the ClientWise + Barron's Advisor partnership visit www.clientwise.com/barrons

Are you interested in joining a community of high-performing financial advisors? ClientWise has created one of the largest and most dynamic online communities exclusively for financial advisors, the ClientWise eXchange™. We unite high-performing advisors and their team members, fostering a collaborative environment where like-minded professionals come together with a shared commitment to building enduring firms. Plus, enjoy access to an extensive practice management library packed with resources on topics like strategic planning, client acquisition, team development, and operations. Join us and be part of a thriving network dedicated to success and growth!

Visit exchange.clientwise.com to claim a complimentary membership.

  continue reading

39 episode

Artwork
iconBagikan
 
Manage episode 429198795 series 3582122
Konten disediakan oleh Ray Sclafani. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ray Sclafani atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode, Ray Sclafani discusses the importance of career pathing and team incentives in building successful financial advisory teams. He shares insights from a breakout session he facilitated at the 2024 Barron's Team Summit in Las Vegas. Key insights are shared by; Jeff Brown, president of Stratos Private Wealth, Tony Parr, partner at Parr McKnight Wealth Management Group, and Jeff Price, managing director of Merrill Wealth Management, on designing clear career paths, conducting regular performance reviews, and creating a flexible work environment. The conversation also explores the use of creative incentives, such as profit sharing and referral rewards, to motivate and retain team members. The key takeaways include the need for clear career paths, regular performance reviews, a flexible work environment, and creative incentives to attract, retain, and motivate team members.

To download the Prioritize People Plan Evaluator™ visit www.clientwise.com/peopleplan

To find this article from The ClientWise Blog click here or visit www.clientwise.com/blog/career-pathing-team-incentives-part-one

For more information on the ClientWise + Barron's Advisor partnership visit www.clientwise.com/barrons

Are you interested in joining a community of high-performing financial advisors? ClientWise has created one of the largest and most dynamic online communities exclusively for financial advisors, the ClientWise eXchange™. We unite high-performing advisors and their team members, fostering a collaborative environment where like-minded professionals come together with a shared commitment to building enduring firms. Plus, enjoy access to an extensive practice management library packed with resources on topics like strategic planning, client acquisition, team development, and operations. Join us and be part of a thriving network dedicated to success and growth!

Visit exchange.clientwise.com to claim a complimentary membership.

  continue reading

39 episode

Semua episode

×
 
Loading …

Selamat datang di Player FM!

Player FM memindai web untuk mencari podcast berkualitas tinggi untuk Anda nikmati saat ini. Ini adalah aplikasi podcast terbaik dan bekerja untuk Android, iPhone, dan web. Daftar untuk menyinkronkan langganan di seluruh perangkat.

 

Panduan Referensi Cepat

Dengarkan acara ini sambil menjelajah
Putar