Episodes

The Hiring Edge Decoding Body Language with Scott Rouse Even with all of the interviews, assessments and resume checks, the odds are 50/50 that you’ll land a candidate who is the right fit. And the ones who don’t work out are expensive. Not just in lost time spent on training and other resources, but even worse is your trusted team watching someone struggle, knowing the new hire should be respectfully introduced to opportunities elsewhere that are a better fit. I know you’re using conventiona...

Take the BETA Profitable Scaling Strategies Quiz Have You Given Up On Experienced Advisors? 3 Ways to Get Them Re-Engaged with Tiffany Markarian With Planning Season in full swing, it’s an ideal time to approach your experienced advisors and help them stir up compelling opportunities for their practices. Often, discussions of growth focus on the big picture, like encouraging stretch goals for advisors, “how many new clients will you attract this year”, more lead generation efforts, or adding...

ARE YOU MAKING ONE OF THESE 10 MANAGEMENT MISTAKES? Set Up the “Monster” Succession Opportunity Structure your teams for the modern age Steve Good has dedicated his career to empowering the next generation of financial advisors. Currently the Director of Practice Development for 1847Financial, Steve brings years of experience and a wealth of knowledge to the table, having successfully transitioned from a top-performing life wholesaler into agency leadership. Obsessed with growing 1847Financia...

ARE YOU MAKING ONE OF THESE 10 MANAGEMENT MISTAKES? Leading From the Front Nash Subotic of WestPac Wealth Partners on Culture, Training and Blue Ocean Strategy Nash Subotic, CEO and the driving force behind WestPac Wealth Partners, has spearheaded the creation of an admired financial services firm known for its remarkable growth. With a formidable presence in over 10 states, an impressive $17 billion life insurance face amount, $2.5 billion assets under management, and a robust team of 270 pr...

Book a Call with Kelli Cracking the Code for Rapid Team Growth in Financial Services As a leader of a financial services Firm with sales team/s, you are constantly focusing on ways to grow without significantly increasing your bottom line. With demands for increased performance as you expand, it’s easy at times to become overwhelmed by the long list of “how” questions – how to best implement new ideas, how to improve processes, how to grow new business opportunities, how to scale sales teams…...

Top Team Mistakes to Avoid – Take the Survey! How Symphony Financial Scaled Their Billion Dollar Sales Team Keith Spengel, CEO and Private Wealth Advisor of Symphony Financial’s Ensemble team within the Northwestern Mutual Private Client Group, takes professional superpowers seriously. During the past 33 years, all candidates wanting to join the team are screened first and foremost for attitude and “superpowers” – what they are skilled at and love to do. That’s just one of the disciplines be...

Top Team Mistakes to Avoid – Take the Survey! Bob Bolt and Symphony Financial: Amplifying Opportunity and Profit with Teams Bob Bolt is an experienced Partner and Private Wealth Advisor who knows uncertainty all too well. In 2009, a series of events – the unexpected death of his wife and the Great Recession – brought him to a crossroads in his career. After taking a year off to reflect and begin healing, he was drawn to the idea of helping people based on the work that his Northwestern Mutual...

Top Team Mistakes to Avoid – Take the Survey! TEAMING: The Financial Services Secret to Sustainable Growths How to Make it Work During my research on independent Sales Teams inside Life Insurance and Wealth Management Firms, I reached out to Scott Trammell, Executive Vice President and Financial Advisor at Strategic Financial Partners (SFP) to weigh in. Scott’s responsibilities at SFP include working with the independent sales teams (upon their request) and helping them navigate any challenges...

https://vimeo.com/801469532 Top Team Mistakes to Avoid – Take the Survey! Money, Ego, Feelings: How to Build and Grow High Performing Sales Teams In 2020 McKinsey released their Agent Insights Survey, which reinforced what high producing Life Insurance Teams already know: Teaming works. The data they collected revealed: Advisors who regularly work in teams generate about 30 percent higher average annual premiums than those who don’t This productivity gap is even larger for more sophisticate...

https://player.vimeo.com/video/793978237?h=ee82cf0c4c&amp Top Team Mistakes to Avoid – Take the Survey! How to Get a 99.8% Client Retention Rate Prosperian Wealth Management Has the Playbook Few Wealth Management and Life Insurance Firms have built high growth, streamlined, hyper-productive Teams like Prosperian Wealth Management. The proof is in the numbers: Business is booming. In in 2021 alone, Prosperian brought in $100 million in new assets under management and protected clients’ futu...

https://player.vimeo.com/video/792761949?h=f3c5d0f8c9&amp TAKE THE QUICK TEAM ACCELERATOR QUIZ 5 Surprising Traits of Google’s Highest Performing Teams How do your teams score? Google thought building the best teams meant recruiting the brightest minds with ivy-league credentials. They were wrong. Hand it to Google to deep dive into analytics to build a better mousetrap…or in this case, a better company. For two years, Google studied data around their most productive departments. “Project A...

https://player.vimeo.com/video/692274071?h=cf9ceca195 Winning the Talent War Compensation Strategies Biotech Uses to Attract & Retain Top Talent Keeping up with hiring trends takes constant attention, research and creativity. Based on anecdotal evidence, it appears that comp is king! I checked in with Mike Esser, Managing Director with Pearl Meyer, a highly regarded expert on executive compensation to learn what he’s seeing in Biotech, Life Sciences and Medical Devices. He shared insights into...

https://player.vimeo.com/video/585968412?h=2f7d983795 Keep Top Talent Through Mentoring Want to retain your best people… Start with your leadership team. We’re used to the term mentorship being tossed around when it comes to top performers serving as role models and providing inspiration to promising stars rising through the ranks behind them. But are we missing something? Can high-level executives and governing boards benefit from peer mentorship as well? What does that look like and what’s th...

https://player.vimeo.com/video/410396481 Ignite the HR Advantage The competition for attracting & retaining top talent is the toughest it’s been in 50 years! I asked expert Human Resource professionals what advice they had for CEOs who want to leverage HR to win the talent war and achieve the organization’s goals. What they said, what I learned, and how to ignite the HR advantage. That’s what we’re talking about in today’s podcast. As a coach to high potential and valued leaders within high-gr...

https://player.vimeo.com/video/569466685 Strategic Planning Kills Innovation How to Outthink Your Competition & Create New Markets If you want your organization to create something that has yet to be imagined, that your customers didn’t know they couldn’t live without before it was introduced, then you and your team must think in ways you haven’t thought of before. When it comes to strategic planning, the typical pattern is to rush through the ideas phase and get on with execution once the team...

Shareholder Activism: Are You Prepared? Being Proactive is Key With over $130b of assets under management and a professed goal of creating shareholder value through better run companies, shareholder activists continue to gain momentum by going after publicly traded companies. The good news is, with a well-documented, continually updated and well-executed plan, CEOs and their leadership teams can protect their companies from getting targeted. We asked Derek Zaba, co-chair of Shareholder Activism...

The NASDAQ Way: Reimagine and Deliver the Future Now Since its launch as the world’s first fully electronic stock exchange 50 years ago, NASDAQ has kept growth and innovation at the forefront as critical metrics of success. And that continues today. With many of the most talked-about companies on the globe, Apple, Qualcomm, Amazon, Illumina and Tesla listed with their exchanges, NASDAQ is the place to be for those looking to have a long-term partnership focused on growth at every stage of an or...

Alignment Takes Effort Start with a Targeted Communications Plan In our current, work from home, hybrid world, communications from inside and outside of work are increasingly slowing down people’s productivity. With emails in the hundreds and distractions endless, (WiFi issues, kids learning in the next room, Amazon deliveries, etc.) staying focused takes a herculean effort. And, unintentionally many companies’ communications plans are making it worse! Mega growth companies have known this for...

ResMed’s Planning Delivers Epic Results Long before any news was reported on Covid-19, ResMed, a world leader producing and innovating cloud connected devices for people with sleep apnea, COPD and chronic respiratory conditions, observed an unusual trend. Reports coming from their subsidiaries all over the world, including China, were showing that demand for ventilators in Wuhan was increasing substantially. Based on their global intelligence, ResMed CEO, Michael (Mick) Farrell, and his team r...

https://vimeo.com/470451918 Well before COVID-19 became front page news, Richard Pascoe, CEO and President of Histogen, heard about unusual disruptions in materials being delivered by key suppliers in Wuhan, China. He quickly reached out to his industry connections and across the globe to ask if they were experiencing anything similar. Informed by Rich’s daily habit of gathering intelligence through reading targeted information about global and national trends, plus connecting with allies in a ...

https://vimeo.com/476172521 According to the FBI, reported cyberattacks have increased 300% since COVID forced employees to work from home. While you are working, sleeping and everything in between, malicious botnets (networks of computers), and hackers are relentlessly testing for vulnerabilities that will give access to your company’s most valuable data. Once they’ve gained access to your devices (95% occur through human error), they will shut down your website, freeze up your sales process,...

Is your Team ready and eager to return to the workplace? What we’re currently hearing is a mixed bag of emotions, with some people excited to go back to the traditional office, others who want to remain virtual and many looking for a hybrid of both. In our conversation with Adriana C. Cabré, VP of HR with Crinetics Pharmaceuticals, she discusses ways smart leaders are offering options for returning to the workplace, while being mindful of co-creating a path to productivity. It’s truly about bein...

Is your Team ready and eager to return to the workplace? What we’re currently hearing is a mixed bag of emotions, with some people excited to go back to the traditional office, others who want to remain virtual and many looking for a hybrid of both. In our conversation with Adriana C. Cabré, VP of HR with Crinetics Pharmaceuticals, she discusses ways smart leaders are offering options for returning to the workplace, while being mindful of co-creating a path to productivity. It’s truly about bein...

Is your Team ready and eager to return to the workplace? What we’re currently hearing is a mixed bag of emotions, with some people excited to go back to the traditional office, others who want to remain virtual and many looking for a hybrid of both. In our conversation with Adriana C. Cabré, VP of HR with Crinetics Pharmaceuticals, she discusses ways smart leaders are offering options for returning to the workplace, while being mindful of co-creating a path to productivity. It’s truly about bein...