KEYNOTES and WORKSHOPS
Team Edge provides a full suite of presentations, programs and workshops ranging from Best Practices to deep dives into the specific elements of a highly successful Wealth Advisory practice. All programs may be customized to your organization's specific needs and goals.
KEYNOTES
KEYNOTES
Team Edge consistently receives glowing reviews and return invitations at numerous industry events, including Barron's Top Teams, Barron's Top Advisors, Forbes Top Advisors as well as Wealth Advisory Firms' Marquee Advisor Events.
Best practices of high-performing advisors and teams
Succession planning strategies for acquirers and acquirees
Driving growth
Capacity ans Scalability
Vitality: Practice management and wellness strategies
Becoming irreplaceable in your clients' lives
Why and how teams outperform
Business Planning, goal setting and accountability
Fundamentals of effective team leadership and team compensation
Connecting with the next generation of clients
Client acquisition and pipeline management best practices
Team processes to drive productivity and efficiency
WORKSHOPS AND PROGRAMS
These customizable programs may range from 90 minutes workshops to multi-day programs designed to affect meaningful change and measurable results.
- Team Optimization
- Succession Planning
- OG Advisor Organic Growth "COMING SOON"
Why Invest in Succession Coaching?
A well-executed succession plan requires thoughtful planning, strategic execution, and expert guidance. With multiple stakeholders and significant financial considerations, professional coaching ensures you:
✔ Maximize the value of your business
✔ Ensure a seamless transition for clients and team members
✔ Protect your legacy and future-proof your practice
Team Optimization Program
A Comprehensive Coaching Program for Established Teams Focused on Productivity & Efficiency
Maximizing Team Performance with Industry-Leading Coaching
The most comprehensive 1:1 team coaching engagement in the industry, this customized 6-month program is designed to ensure your team operates at its highest level.
Key Focus Areas:
- New Business Development & Client Acquisition – Strategies to grow and expand your client base.
- Team Systems & Processes – Optimizing workflows for efficiency and consistency.
- Team Leadership & Accountability – Strengthening leadership skills and fostering a culture of accountability.
- Compensation Strategies – Aligning incentives with performance to drive results.
- Operational Excellence for a Proactive Practice – Enhancing productivity and reducing inefficiencies.
- Motivating Team Members for Success – Building engagement and cohesion within the team.
- Client Experience Mastery – Delivering a world-class experience that improves retention and referrals.
- Pricing & Profitability Strategies – Structuring services for financial success.
- Role Delineation & Team Dynamics – Ensuring every team member is in the right role for peak performance.
Program Investment
- Pricing varies based on team size, starting at $13,500 for a team of 3.
This program is designed to elevate established teams, helping them reach new levels of productivity, efficiency, and long-term success.