Our work with organizations includes a variety of assessment workshops, consulting, and coaching opportunities designed to improve performance and enhance team synergy.

Business Plan Development Program – Financial Services Industry

Our two-day Business Plan Development Workshop and follow-up Tele-class Series guides both Financial Advisor Practitioners and Financial Advisor Teams to the completion of a comprehensive, executable business plan. The program’s approach can be customized to your organization’s unique needs by incorporating strategic initiatives, internal resources, and prior learning and development.

The program focuses on six key areas to achieve high performance and increased revenue:

• Individual and team vision and goals
• Niche market identification
• Investment philosophy and inventory management
• Client-centric, streamlined, and efficient processes
• Leveraging expertise and skill sets
• Business expansion strategies

Consultation on Program Development for Successful Teams – Financial Services Industry
 

Please contact us if your firm requires the in-depth consultation and collaboration that only an in-house Financial Advisor Team program can provide.

Dynamic Communication™ Workshop

Dynamic Communication was designed to help people win and achieve a greater degree of success in life and work. This workshop will open your eyes to a new way of viewing yourself and others and will allow you to discover how to communicate more effectively based on the DISC behavioral model.

Specifically, the Dynamic Communication seminar will help you:

• Understand the benefits of applying a behavioral communication model.
• Understand your own behavioral design.
• Recognize, understand and appreciate others’ behavioral designs.
• Adapt your behaviors for enhanced communication, understanding and relationships.
• Identify behavioral styles by observing tone of voice, words, body language and pace.

This workshop is approved by the International Association for Continuing Education and Training (IACET).

Your Attitude is Showing Workshop
 

Your Attitude Is Showing was designed to help people communicate better and sell more effectively. This workshop will focus on helping you clearly see how you view the world and understand how to look at the world through someone else’s eyes. This understanding will allow you to discover how to improve communication based on the theory of values and attitudes.

Specifically, the Your Attitude Is Showing seminar will help you:

• Know which attitudes drive your life, actions and decisions.
• Understand each attitude and the interaction of each.
• Recognize the driving forces in others’ lives.
• Understand others’ viewpoints and be able to dialogue convincingly by seeing the world through their eyes.

This workshop is approved by the International Association for Continuing Education and Training (IACET).

Kolbe TeamSuccess® Seminar

The Kolbe TeamSuccess® Seminar is a full or half-day customized program designed to introduce organizations or workgroups to key Kolbe concepts and strengths-based strategies for improving performance. Each session provides a complete inventory and analysis of individual instinctive strengths. Participants learn how their natural abilities align with their personal expectations for performance as well as with their supervisors’ requirements for success.

We can apply the results from the Kolbe System to help you:

• Create effective teams by choosing individuals with complementary talents.
• Improve how existing teams perform by examining the complete array of talent within a team and explaining how to deploy that talent.
• Reduce team member stress and conflict and increase communication by understanding how people operate in the workplace.
• Help team members harness their instinctive talents in synergistic ways by discovering their own process to meet a challenge.

What our clients say:

“Carol Moser’s Program is one of the most influential factors in our success. Thanks to the template for a team business plan, we have the first plan in 24 years that is organized, measurable & meaningful. We live by it. Thanks to the structure the program created for our team, we were able to increase our revenue by 50% in the first three years of our team's existence. Even more importantly, we have an opportunity to double our revenue in four years. More important than our financial success is the increased level of service we are able to provide our clients. Our team functions as one - we work together in servicing our clients big or small. There is no division of labor by seniority or production.”

Dana, Senior Vice President