Skip to content
Paragon Resources, Inc.
Toggle menu
  • Home
  • Who We Serve
    • Corporate Clients
    • Financial Advisors
    • Client Testimonials
  • Solutions
    • Corporate Consulting
    • Performance Insights Process™
    • People Insights
    • Business Insights
    • DISC and Motivators Certification with Competitive Edge
    • Speaking Engagements
  • Resources
    • Current Newsletter
    • Building A High Performance Team
    • MapMyStrengths.com Assessments
    • Newsletters & Updates
  • About
    • Team
    • Krista Sheets
    • Sarah Dale
  • Online Store
  • Contact

The Essential Ingredient to Success: The Team Communication Plan

[download]

The Essential Ingredient to Success: The Team Communication Plan

“Engaged team members need to know how they influence the success of the business.”

~ Sarah Dale and Krista Sheets

Please enjoy our blog post from the Journal of Financial Planning – The Essential Ingredient to Success: The Team Communication Plan. We are honored to be selected as thought leaders in Team Development for the new Financial Planning Association Coaches Corner. The FPA Coaches Corner, a one-stop shop for content, tools, and insights from some of the most recognized business coaches in the profession, will provide association members with a vast library of business-building content in core practice management areas. We continue our commitment to help more financial professionals reap the rewards of ROP…Return on People. It is your people who make or break the success of your business.

    The Essential Ingredient to Success: The Team Communication Plan

    In our Know Service book, we show how to create a client communication plan that leads to loyal clients. Clients expect constant communication from their financial professional to make sure that they are on track with meeting their goals and that you are doing your job. Teams are no different. Whether your team is made up of two or ten individuals, a team communication plan engages staff and is vital to the success of your business. As the leader of the business, you must articulate the vision for the enterprise, keep team members focused on the right results and solicit their feedback and suggestions for improvement.

    Team Communication Plan: The Why?

    Consistent, ongoing and intentional team communication provides many benefits, including the following:

    • It ensures that all team members are on the same page and understand the current state of the business in regard to its goals.
    • It provides an opportunity for the professionals and staff to share the client relationship responsibilities.
    • It minimizes the frustrations and disconnected feelings that individuals may have, and it strengthens the cohesiveness of the team.
    • It gives all team members the knowledge and comfort level to exchange ideas, challenges and solutions.
    • It ensures that you build regular review or evaluation time into your team’s business plan.
    • It helps your business plan become an action-based document that includes everyone’s participation rather than being a dust-gatherer.
    • It helps uncover challenges before they become major problems that can weigh the business down.
    • It increases everyone’s accountability and reminds you of how important it is to reward yourselves and celebrate successes when you reach certain benchmarks.
    • It helps you know when the team needs to make changes.
    • It helps you stick to a disciplined approach, but allows for flexibility and adaptations when needed.


    When team communication begins to fall apart, many challenges ensue. Efficiencies decrease and errors increase, which can lead to a stressful environment where team members are disengaged.

    Team communication is the foundation for the success of your overall goals. So, ask yourself, do you have and consistently execute a team communication plan? Below we provide some ideas to help you personalize a team communication plan for your business.

Please visit https://practicemanagementblog.onefpa.org/2018/04/24/5313/ to read the rest of the post.

If you have any comments or suggestions on how we can better assist you and your practice, please know that we welcome your input. If you are looking for assistance on a specific project, please feel free to contact us so that we can craft the best solution for you using our own expertise or that of our strategic partners.

Warmest regards,
Krista & Sarah

© Copyright 2018. Know No Bounds, LLC & Paragon Resources, Inc., Atlanta, GA

THIS DOCUMENT IS FOR INFORMATIONAL PURPOSES ONLY AND WAS CREATED AS A PUBLIC SERVICE FOR THOSE INTERESTED IN THE SUBJECT MANNER. INFORMATION PROVIDED IN THIS DOCUMENT IS PROVIDED ‘AS IS’ WITHOUT WARRANTY OF ANY KIND. The user assumes the entire risk as to the accuracy and the use of this document. This document may be copied and distributed subject to the following conditions: 1) All text must be copied without modification and all pages must be included; 2) All copies must contain this copyright notice and any other notices provided therein; 3) This document may not be distributed for profit.

Related

advisor performanceAdvisor TimeDISC assessmentDISC Behaviorinvestment advisor teamsnewsnewsletterpractice managementreturn on peoplerole definitionteam assessmentTeam Efficiencyteam engagementteamswealth advisor team

Post navigation

What Is The #1 Thing That Millennials Don’t Want At Work?
A Message From Paragon Resources
  • Resources
  • Current Newsletter
  • Building A High Performance Team
  • Maximizing MapMyStrengths.com Assessments
  • Newsletters & Updates

Archives

  • April 2020
  • March 2020
  • April 2018
  • March 2018
  • February 2018
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • September 2014
  • August 2014
  • July 2014
  • May 2014
  • December 2013
  • August 2012
  • June 2012
  • April 2012
  • January 2012
  • December 2011
  • October 2011
  • September 2011
  • August 2011
  • June 2011
  • April 2011
  • December 2010
  • March 2001

Recent Posts

  • What Will Your Random Act Of Kindness Be This Month?
  • A Message From Paragon Resources
  • The Essential Ingredient to Success: The Team Communication Plan
  • What Is The #1 Thing That Millennials Don’t Want At Work?
  • What Motivates Today’s Millennial Business Major Students?
April 2018
M T W T F S S
 1
2345678
9101112131415
16171819202122
23242526272829
30  
« Mar   Mar »

Categories

  • Newsletters (51)
  • Newsworthy (3)
  • Updates (1)
© 2011-2023 Paragon Resources, Inc. • 770.319.0310 • info@paragonresources.com • • Web by Equation Arts.