Working from Home Productivity Test and Metrics
Working from home requires its own unique traits, communication styles and behavioral tendencies. Select Advisors has developed its own proprietary Personality Test through our talent assessment coach, Anne Sandberg, to help hone in on such traits and see what needs to be addressed for maximum results within a team.
An Audit on Your Team Working from Home
In this video, one of our senior coaches, Lesley Friday and I, discuss the challenges teams are facing while working from home, how management is being perceived by the entire team, and how some advisors are focusing on a niche and target market, but also discovering who they DON’T want to work with!
Unleash your challenges to achieve your goals
Women: Stop Talking About Work-Life Balance!
There is no doubt that the wealth management industry has a dearth of successful women. Part of the reason, I’ve found, is that many women in entry or mid-level careers keep searching for the wrong types of mentorship and advice. In this article, I assess best practices in finding a true mentor that can actually help you get to the next level in your career in wealth management.