Blind Spots to Building a High Performing Staff

April 2, 2024 / Andrea Bullard / Comments Off

Blind Spots to Building a High Performing Staff

April 2, 2024

If you want to build a High Performing Staff for your business, then you first must define who you need to hire. I have a simple motto…you cannot have an “A” Team with “B” Players.

Then you might be thinking…well, can you define an “A” Player. That is the first question that you need to answer for your business. If you cannot answer that question, then you might hire B or C players.

Defining your “A” player is the FIRST STEP to building an “A” High Performing Staff. But note…this is not just defining the skills they must possess. There is much more to defining an “A” player. Here are some questions for you:

Who do you love working with on a team? Who do you hate working with on a team?

How do you know if a candidate is a “team player?”

How do you know if a candidate will get along with the other staff in your business?

Is this candidate a leader? Why does that matter?

Who will train this candidate? How do you train?

What is the candidate’s commitment to future courses, training and licensing?

What are your business policies? How do these impact you and your business?

I could ask you over a hundred questions that can and will greatly impact your business but are possible “blind spots” for you. I have discovered these blind spots through my coaching with Financial Advisors and their team. This work has allowed me to help you AVOID these common pitfalls that rob you of time, money, and enjoyment.

There are 7 steps to building an “A” High Performing Staff. If you miss any of these steps, then you develop future problems that you want to avoid.

These steps will help you avoid the following:

Training young staff who quit after 2 years.

Staff who won’t take ownership of the goals or business.

Staff who aren’t motivated and go home at 5 pm or earlier.

Feeling like tasks keep rolling back to you, the Advisor.

Feeling like you must lead and manage every aspect of the business.

Feeling like the more new clients you acquire, the more tasks land on your desk.

Feeling overworked and overwhelmed.

This is why some Wealth Management Advisors are frustrated…they fail to perform the 7 steps.

Here’s the good news…all these problems can be solved when you understand and implement the 7 steps to building an “A” High Performing Staff.

Here’s the even better news…you don’t have to try to figure them out through years of “trial and error.”

I am inviting you to the Turn-Key Business Accelerator Bootcamp to help you know how to fix them. Please join me on April 12 @ 11am so I can help you build your High Performing Staff and Raving Fans business for the future.

Friday, April 12 @ 11am EST

In this exclusive session, you’ll gain insights into:

How to build your business model so you do the one thing you love to do…just see people.

The specific “invisible” blindspots that are stealing your time and costing your money.

How to attract, hire, and train top “A” high-performing staff to join your business.

The current business models that will keep you stuck and broke.

How to get your staff to take “ownership” of the business and goals.

Turn-Key Systems for Scaling: Implement the necessary systems to scale your practice successfully.

Prospecting Concierge Team: Acquire insights into hiring and building an effective Prospecting Concierge Team.

How to create a Raving Fans Client Experience that includes every staff person.

How to stop the roller-coaster of overwhelm in your business once and for all and finally start enjoying the fruits of your hard work.

And, how to avoid the one FATAL FLAW that will stop you from building the business of your dreams.

This is the first time I am sharing this information with the entire industry. Now I am inviting you to join me so I can help you build the business of your dreams!

Magic happens when you take action! Join me today.

Your coach,