Get Your Team on the Same Page in Three Actionable Steps
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.
With 2022 annual client reviews now wrapped, teams are ready to take on the next year. The goals are set and priorities understood. As a business leader, you’ll find staff looking to you for guidance on where you’re going and how to get there.
Have you set your workforce up for success?
Does your leadership understand your vision for the year?
As firms navigate staffing challenges, a looming threat of recession, and skills gaps across industries and generations, the same old process just won’t cut it. You’re the conductor of your symphony, and you need an actionable plan to keep the music playing.
Or, if it’s sounding like chaos already, you need to pivot quickly to get on a path to success and move from cacophony to clarity.
Here are three key areas to focus your efforts.