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Home > NZ Guide to Financial Freedom > Lead, Motivate, and Inspire a Team of 50 Financial Advisers with Alana Collinson
Podcast: NZ Guide to Financial Freedom
Episode:

Lead, Motivate, and Inspire a Team of 50 Financial Advisers with Alana Collinson
Category: Business
Duration: 00:39:26
Publish Date: 2024-10-15 17:30:00
Description:

Podcast guest Alana Collinson is the operations manager of: https://www.financialindependence.co.nz/


Chapters


00:00 Building a Strong Team Culture

03:02 Hiring for Values vs. Performance

06:00 Creating a Collaborative Environment

08:57 Managing Underperformance and Expectations

12:08 The Importance of Clear Communication

15:10 Training and Development for New Advisors

17:53 Understanding Client Psychology

21:02 Navigating Client Objections

24:01 The Economics of Insurance Advisory

26:56 Integrating Life and General Insurance

29:56 Building a Custom CRM System
Total Play: 0