Team Management

Lead Your Team to Become More Efficient and Effective with Your Workflow and Financial Services Business Infrastructure

What if you could lead your team to become more efficient and effective in your workflow and business infrastructure? Dynamic Directions specializes in helping teams become more efficient and effective in the areas of workflow, management, practice knowledge and tool training.

Dynamic Directions’ support staff experts will:

  1. Conduct a practice assessment to understand your practice vision, mechanics and training needs (phone call and questionnaire).
  2. Create our work plan and timeline (conference call).
  3. Provide customized training (on-site or Webex).
  4. Follow-up with you, sharing our success or challenges (conference call).
  5. Provide ongoing coaching or training if needed.

Areas of Expertise

Workflow

  • Client service systems (ensuring clients are seen consistently)
  • Financial planning deliverable systems (creation of documents, tracking fees, deliverable due dates)
  • Interoffice communication systems (task creation and tracking, follow-up , communication between advisor and staff)
  • New business tracking
  • Rollover tracking (401k, IRA, nonqualified holdings)
  • Insurance underwriting tracking
  • File management (paper, paperless)
  • Staff / Advisor Model Week creation
  • BA / SPO tracking

Management

  • Practice role identification / assessment
  • Staff ad placement
  • Interview assistance
  • Staff candidate selection assistance
  • Initial Staff training
  • Role Training
  • Incentive plan creation / assessment
  • Action plan creation / assessment

Practice Knowledge

  • Training basic product knowledge – mutual funds ( share types, fund categories) insurance (term, whole , vul, disability, long term care) annuities (fixed, variable) brokerage (ONE, SPS, Premier)
  • Financial Planning process (meeting process, client expectations)
  • Paperwork  completion

Tool Training

  • Contact Manager
  • Naviplan
  • Portfolio Manager
  • Insurance reprojections and illustrations
  • Lotus Notes
  • Morningstar Workstation
  • E-forms Manager
  • AdvisorCompass
  • OST
  • Share Class Analyzer
  • Markets and Investment Research
  • OLB rebalance tool

Packages

Comprehensive

  • Practice systems assessment to identify your focus areas
  • Pre-visit conference call to identify priorities
  • Working hands on with you and your staff
  • Customized web based trainings focused on staff needs
  • Coaching sessions via phone for advisor and/or staff
  • Access to D2 staff webinar series

Base

  • Practice systems assessment to identify your focus areas
  • Pre-visit conference call to identify priorities
  • Working hands on with you and your staff
  • Customized web based trainings focused on staff needs
  • Coaching sessions via phone for advisor and/or staff
  • Access to D2 staff webinar series

Introduction / Maintenance

  • Practice systems assessment to identify your focus areas
  • Conference to identify priorities
  • Customized web based trainings focused on staff needs
  • Coaching sessions via phone for advisor and/or staff
  • Access to D2 staff webinar series

Take the first step toward growing your financial services practice — contact Dynamic Directions directly!