your team may not understand what the key objectives and goals are for the upcoming year, and may think that they’re best serving the practice and clients by simply reacting to daily challenges and requests. the offsite is also an opportunity to celebrate successes that have happened throughout the year and to thank your team for their contributions. you’ll find that your team is energized, on the same page, and better connect with each other as a result of this annual meeting. reflect on the last time your team said “we should do this….or we need to do that….”. make sure that specific team members have been identified as the driver of goals and initiatives. consider the possibility of gathering your team (financial professionals and staff), annually at an offsite location, to reflect, discuss, prioritize and set goals. this is merely a place to start.
she is a registered corporate coach and has spent the last two decades helping hundreds of financial professional teams create a vision for their practice and serving as their accountability partner in order to execute on that vision. the material should not be considered tax or legal advice and is not to be relied on as a forecast. content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions. this and other important information is contained in the mutual fund, or etf summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing. advisory services may be provided by hartford funds management company, llc (hfmc) or its wholly owned subsidiary, lattice strategies llc (lattice). hartford funds refers to hfd, lattice, and hfmc, which are not affiliated with any sub-adviser or alps. the funds and other products referred to on this site may be offered and sold only to persons in the united states and its territories.
bringing your staff together to discuss important topics like goals, updates, and changes doesn’t need to be stressful. this free staff meeting agenda. consider an annual offsite team meeting, in which you gather your entire team (financial professionals, staff, and any key strategic partners or virtual how to structure the team meeting agenda the “why” behind the actions in each functional area and how they relate to the larger team and company goals, hr meeting topics, hr meeting topics, staff meeting agenda sample, positive staff meeting ideas, weekly staff meeting agenda sample.
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