Foundation workshops

Building a High Performance Business

Description: Solid systems and processes are important, but they don’t guarantee high performance. It’s the actions, attitudes and behaviors of the people on your team that drive high performance, not the processes you implement.

Building a High-Performance Business identifies the10 best practices that top-performing leaders use to create `a high-performance culture in their agencies and firms. By applying a strategic, systematic approach to best practices — an approach that focuses on people, not processes — you can create a culture where everyone on your team is:

  • Intensely loyal to the agency or firm.
  • Actively contributing to growing the agency or firm.
  • Focused on activities that get the best results.
  • Committed to achieving agency/firm goals.

The Building a High-Performance Business workshop will teach you strategies to create and sustain high performance in your agency or firm.

Format: This workshop is available as either an in-person or live digital experience and lasts approximately 8 hours.

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Finding the Right People

Description: Finding the Right People gives you the tools you need to recruit and select the right associates for your firm. By focusing on the strategies implemented by the most productive agencies as measured by first-year commissions, this one-day workshop provides strategies that will dramatically improve the way you recruit new associates into the business. Improving the quality and quantity of your new associates is possible. Finding the Right People provides the solution that will position your firm for success

Format: This workshop is available as either an in-person or live digital experience and lasts approximately 8 hours.

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Building the Right People

Description: Building the Right People gives you the tools you need to help new associates rise to the challenge. Based on the three C’s for fast start success — consistency, compassion, and connections — this one-day workshop provides strategies that will dramatically improve the way you launch new associates into the business. Increasing new associate retention, productivity, and profitability is possible. Building the Right People provides the solution that will position your new associates for success.

Format: This workshop is available as either an in-person or live digital experience and lasts approximately 8 hours.

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Keeping the Right People

Description: Keeping the Right People reveals the winning strategies high performing organizations use to retain their top performers. Based on the best practices of the masters of firm building —whose firms have retention rates well over industry averages—this one-day workshop identifies strategies you can use immediately to strengthen relationships with your top producers and provide the value-added support they say directly impacts retention. There’s no substitute for experience. Don’t let yours walk out the door.

Format: This workshop is available as either an in-person or live digital experience and lasts approximately 8 hours.

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contact learning@finseca.org for more information.