Rainmaker Multiplier On-Demand

Converting Culture into Growth: How Elite Financial Advisors Create High-Performing Teams


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A strong team culture can significantly enhance your practice's productivity and retention. But how do you build one that attracts top performers and drives sustainable growth? Discover the strategic frameworks that transform average teams into growth engines for your practice. Join host Kalem Mackey, CFP®, BPC, Executive Vice President at C2P, and guest, Josh Friberg, a highly skilled exchange facilitator, as they reveal how elite advisory firms use culture to accelerate acquisitions, boost client retention, and create sustainable competitive advantages. Whether you're leading a small team or managing multiple locations, this episode delivers proven systems for building a culture that becomes your firm's most valuable asset.

Resources:

Books:

  • Supercommunicators by Charles Duhigg
  • The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results by Gary Keller and Greg Papasan
  • Slow Productivity: The Lost Art of Accomplishment Without Burnout by Cal Newport
  • Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork  by Dan Sullivan and Dr. Benjamin Hardy
  • Essentialism: The Disciplined Pursuit of Less by Greg McKeown
  • Extreme Ownership: How U.S. Navy SEALs Lead and Win  by Jocko Willink and Leif Babin
  • Leaders Eat Last: Why Some Teams Pull Together and Others Don't  by Simon Sinek
  • The 21 Irrefutable Laws of Leadership: Follow Them and People Will Follow You by John Maxwell  
  • Start with Why: How Great Leaders Inspire Everyone to Take Action by Simon Sinek
  • The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change by Stephen R. Covey
  • The 4 Disciplines of Execution: Achieving Your Wildly Important Goals by Chris McChesney by Chris McChesney

Podcast:

  • Episode 115: Supercommunicators with journalist Charles Duhigg

Video:

  • Big Think+ interview with Cal Newport

Statistics:

  • Remote work productivity increases 22% on average when properly managed and supported
  • 80% of team members select flexible scheduling over additional compensation when given the choice
...more
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