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Participants assess skills and leverage tools to help their teams perform at higher levels. 

Workshop Overview

The team that achieves truly high performance and sustains it is rare – even rarer are teams which stay intact for a long time. As team members come and go, driven by the needs of the organization and individual career goals, you must regroup and refocus. What's a team leader to do?

With diagnostic activities, a model for team development and approaching goals and a team structure activity to help participants prioritize team-building efforts, this workshop is intended to assist advisors as they improve their practices from within.

Over the course of the workshop, participants explore topics such as:

1. Identifying characteristics of high performing teams   2. Team development model  
3.  Discussing models to use when goal setting  4. Reviewing roles and responsibilities  
5. Considering how effective teams use communications to excel  


Four Elements of High-Performing Teams

For illustrative purposes only.


The workshop is intended to leave participants with a better understanding of how to use a range of techniques to create a high performing team:  

  • How to set challenging performance goals and recognize collaboration
  • Strategies for creating the most appropriate team mix with the right combination of skills
  • Ways to encourage personal initiative and develop team communication skills



Workshop to help you build business and drive sustainable growth in advisor practices. Contact your GSAM representative for more information.

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Building A Client Advisory Board

A client advisory board is a representative group of an advisor's best clients. Convening these clients for guidance can be a powerful way to deepen relationships.


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