Building Your Offering Starts with Your Team
In a world where competition is increasing and clients want more, building out your offering is essential. However, building a great offering first starts with developing the right talent to execute on that offering. This session will cover everything from finding and developing talent to ensuring that the team can execute on growing and expanding your offering and enhancing the client experience.
Learning Objectives:
- Learn how to acquire quality talent
- Learn how to develop your talent pool from within
- Obtain skills to align your team with your offerings, recruitment & offering – how the two work together
- Learn how to provide more than just investment management and financial plans
Thank you for attending!
