Join a program designed specifically to help women in wealth achieve professional and personal success - as defined by them.
Learn and implement with a group of like-minded women a series of best practices to bring excellence, balance and success to your practice.
CONNECT COLLABORATE ACHIEVE
Join a program designed specifically to help women in wealth achieve professional and personal success - as defined by them.
Learn and implement with a group of like-minded women a series of best practices to bring excellence, balance and success to your practice.
CONNECT COLLABORATE ACHIEVE
Join a program designed specifically to help women in wealth achieve professional and personal success - as defined by them.
Learn and implement with a group of like-minded women a series of best practices to bring excellence, balance and success to your practice.
CONNECT COLLABORATE ACHIEVE
Weekly Team Meeting
"Surround yourself with a trusted and loyal team. It makes all the difference." - Alison Pincus

What You Will Learn
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Provide a predictable weekly checkpoint for everyone on the team
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Create an Agenda that makes these meetings some of the best time you spend all week
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Enable full participation from everyone on the team on a regular basis
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Establish a simple method of accountability on a weekly basis with your team members
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Allow a point of consistent accessibility to the Advisor(s) so the team can have questions answered, and so they can forge ahead with their many client-specific tasks
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Develop a greater sense of team unity
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Demonstrate your solid, consistent, professional leadership.
How You Can Get Started
Weekly Team Meeting
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Follow the implementation instructions outlined in the Weekly Team Meeting Guidelines to either initiate or improve your ongoing team communication.
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Choose a weekly day and time to meet that is convenient to everyone.
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The beginning of the week tends to work well for many Advisors and their staff
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Fridays are generally not recommended due to days off, early departures, other meetings, etc.
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Book the team meeting into everyone’s organizer as a reoccurring commitment over the long-term.
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Do not skip the meeting due to one team member’s absence (unless you are a team of two)
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As an Advisor, you show respect to your team by showing up on time and fully prepared
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Review the Weekly Team Meeting Agenda and customize where required.
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Make sure everyone has a copy of the Agenda at the outset of each meeting.
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It is the same Agenda each time, so this is easy to facilitate
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Come prepared to the meeting.
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Each attendee must be up to date with respect to the areas of business operations they are responsible for
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Make sure you have a meeting facilitator.
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Keep things short and concise. These meetings should not take any longer than 30 minutes.
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Consistency will be important in forming and reinforcing your new structured approach to team communication.