Create and Lead a 21st Century Support Team

Presented by

Michelle Hoskin, Business Development Director, Standards International Ltd

About this talk

Financial services is one of the most technically trained and talented professions in the world but still, very little support is given on how to run and manage a ‘best practice business’ and as such many professional advisers and planners continue to suffer from the same day-to-day challenges with debilitating effects: •A severe lack of practice management guidelines, operational procedures and house style •Under-resourced, inadequately skilled and poorly trained support staff •Poor team/people management, leadership and development skills •Inefficient workflow and task management methods and systems •Ineffective time and diary management. To help you eliminate or even better prevent these challenges happening in the first place, Michelle will share with you 2 of her 5 proven principles for perfection which will help you to: 1.Design and build a unique team which is plentifully resourced, highly trained and strategically developed 2.Create a Together Everyone Achieves More (TEAM) culture and benefit from your team’s hidden desire to increase their responsibilities through a concept called Receptive Delegation™

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