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This eBook presents ideas, tips, and advice from field and corporate leaders who are successfully integrating strategies to attract and retain women into their firms and organizations.
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This eBook presents ideas, tips, and advice from field and corporate leaders who are successfully integrating social media into their recruiting programs including what platforms are being used, who manages the process, and what types of content is being shared.
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This eBook explores a five-step strategy for getting and keeping new advisors on track to build a strong practice from day one, to slow that revolving door and boost retention for the long term. Available in financial services and traditional life and multiline versions.
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This eBook identifies how field leaders create a culture of passion and purpose in their agencies and firms, how they communicate that culture to candidates and how they help new advisors discover their own passion for this profession.
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This eBook presents ideas, tips, and advice from field and corporate leaders who are successfully integrating social and community involvement into their recruiting programs.
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The industry is in the formative stages of engineering a new generation of teams that moves far beyond the familiar joint-work model in place in many organizations today. To help you decide if this new form of teams is right for your organization, this guidebook includes lessons learned from those advancing rapidly in these new models of teaming, and obstacles preventing successful transition to teams. To guide you in your teaming journey, each chapter includes: Teams in Practice... Details
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In any business, your sales team should mirror your marketplace. That means half of your workforce should be female. But in the financial services industry, only 25.7 percent of financial advisors are women, despite the fact that 70 percent of women seeking advisors say they would prefer to work with a woman. Most firms and agencies are missing significant opportunities to serve female clients and increase revenue. Simply by hiring more female advisors, you could improve your... Details
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If you are looking for practical ways to deal with the challenges faced by financial agency managers, you've likely read dozens of management books that did not convert into concrete results. This book is written by a veteran financial services manager who has forged a practical path to success and longevity in financial sales management. This book shares what he discovered so others could reach their destination more quickly and easily. The Financial Manager's Survival Kit includes... Details
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Personal accountability is the secret weapon of every successful sales professional. It is the secret weapon of Where Winners Live co-author Dave Porter, who became the owner and CEO of Baystate Financial Services at age 35 and grew it into a $100 million-a-year business over the next 15 years. It is the secret weapon of Where Winners Live co-author Linda Galindo, who transformed herself from the self-proclaimed Queen of Victims into an entrepreneur, business coach, consultant and... Details
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The financial services industry can be personally and financially rewarding, so why is it that so few women are in the field? Arthea Reed and Diane Dixon draw upon the results of a Women in Insurance & Financial Services research study and their own extensive knowledge to explain the shortage as well as to inspire more women to enter or remain in the field. Some of the most successful women in financial services have overcome great personal tragedy, professional ridicule, and... Details
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Do Well by Doing Good helps candidates make decisions about a career in the insurance and financial services industry by pointing out both the rewards and the challenges. The booklets are sold in packs of 20, so you can give them away to every candidate in your selection process. This valuable recruiting and selection tool will help candidates make the right career choice for them and for you. Want to customize Do Well by Doing Good with your own logo and message? Contact... Details
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Do Well by Doing Good describes the rewards and the challenges of a career in financial services. Sold in packs of 20, the booklet is available in two versions: one for "advisors" and one for "financial services professionals". This valuable recruiting and selection tool helps candidates make the right career choice for them and for you. Contact products@gamaweb.com. Ed Deutschlander, CLU CLF, co-president and COO of North Star Resource Group has graciously donated all proceeds from... Details
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In The Sky Is Not the Limit: Discovering the True North for Your Life's Path, Phil Richards, CEO of the world's largest independently owned financial planning firm, and Dr. Jarrod Spencer, a sports psychologist, present a simple but highly effective technique for finding your calling in life. Mr. Richards offers his perspective from five decades of extraordinary success in a highly competitive industry, and Dr. Spencer provides his insight gained from helping professional athletes,... Details
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Authored by master of recruiting, Ed Deutschlander, and master coach, Rich Campe, Be the First Believer sets out to share invaluable and accessible instruction on superior leadership. By focusing on the only two things that any of us can control --- effort and attitude --- this inspiring collection of leadership lessons provides specific strategies that put leadership theory into practice. Ed's book will inspire you to be the first beliver in your goals, your vision, and... Details
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In Practice on Purpose, three senior executives in the largest independently owned financial services firm in the world reveal proven strategies for conquering performance plateaus. The authors provide practical steps advisors can take to build a practice on purpose - one that provides clients with an exceptional experience and can ultimately be sold for a profit.
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Benefit from the hard-earned marketing success of some of the most successful firms in our industry. These comprehensive materials illustrate the local marketing techniques used by top-performing field leaders including: target marketing, branding your local field organization, seminar and event marketing and much more.
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In an increasingly complex marketplace, many field leaders are exploring new ways of working. Traditionally, most firms in our industry have cultivated an entrepreneurial environment. In recent years, however, many successful agencies and firms have evolved from an individual orientation to a more team-oriented one. In these comprehensive materials, field leaders who have successfully implemented sales teams share important lessons in creating and sustaining successful teams.... Details
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Learn to turn a group of leaders into a high-performing, harmonious leadership team, accelerate performance by setting vision, goals and expectations and create a team culture based on commitment and trust. Building High-Performance Leadership Teams is based on extensive research sponsored by the GAMA Foundation for Education and Research. Prices listed are for GAMA Foundation noncontributors only. For contributor pricing and more information about the different Building... Details
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Your new managers learn best by doing - they need to practice and master the daily tasks of recruiting, developing and managing salespeople. They want to understand leadership practices that set top field leaders apart, and they're relying on you to plan and manage their development while simultaneously managing your own hectic business. Elements of Leadership combines activity-based learning with proven leadership practices to successfully launch new sales managers. It is packaged... Details