Results: 916

Dream team dynamics: Crafting your winning squad image
Nov 6, 2024

Dream team dynamics: Crafting your winning squad

What techniques attract top talent, and what questions help separate the wrong candidate from the right hire? Nagami explains how she has utilized strategy and process to assess potential staff members and build a thriving team. 

Turn staff compensation stress into business success image

Danny O’Connell, MBA

Nov 6, 2024

Turn staff compensation stress into business success

Even when advisors have hired the right person, discussing salary, raises and company financial information can be difficult. O'Connell explains an innovative yet straightforward way you can establish open communication about these often-complicated topics to drive development and satisfaction for your employees and yourself. 

Thriving in a Virtual Environment image

Joshua Ketchie, CPA

Nov 6, 2024

Thriving in a Virtual Environment

In this presentation, attendees will learn the strategic importance of crafting a compelling online presence, gain insights into structuring a high-performing virtual team, and recognize the financial benefits and client engagement advantages of transitioning to a fully online/virtual business model.

Language hacks that enhance client service and increase retention image

Amy L. Wakem

Nov 6, 2024

Language hacks that enhance client service and increase retention

What minor adjustments can you make in your communication to majorly further client satisfaction? Wakem explains how she identified small-yet-impactful changes that have enhanced interpersonal connections and generated a spirit of teamwork and reciprocity in her practice. 

Small case with a big life impact
Nov 1, 20244 min

Small case with a big life impact

Advisor's impact enabled survivors to continue pursuing their dreams and keep the house.

One last conversation

Risha Baddaloo, BSc, LUTCF

Nov 1, 20245 min

One last conversation

Love letters build client satisfaction and clarity for beneficiaries.

Desk centerpiece

Claire Cofre

Nov 1, 20244 min

Desk centerpiece

Organize desk and email clutter and portable checkups for you and your dog.

Talking budget and the right questions to ask

Michael DePilla

Nov 1, 20247 min

Talking budget and the right questions to ask

Ways to talk about budgets, retirement and financial planning with clients.

To insure and protect

Daniel Blumberg

Nov 1, 20246 min

To insure and protect

Blumberg finds his mission with serving first responders.

Strength training

Katy Baxter, Dip PFS

Nov 1, 20245 min

Strength training

Baxter brings adapting, connecting and growth experience to leading Top of the Table.

1 - 10of 916