AIM HIGH … RETAIN HIGH

THE CHALLENGE

While good agencies and firms have processes in place to recruit, select and train their talent, great ones have well-defined processes in place to retain them.

THE SOLUTION: BECOME A TALENT KEEPER

GAMA's Field Leadership Series teaches you how to enhance your recruit-and-develop process, and to come up with a bold plan that will bring your firm immediate and lasting results.

The third course in the series, "Keeping the Right Talent," reveals the winning strategies high-performing organizations use to retain their top performers:

  • Determine exactly why top producers leave
  • Recognize the chain of events leading to departure
  • Provide support that builds loyalty and retention

This workshop, which is based on the best practices of the masters of firm building, familiarizes you with strategies for strengthening relationships with top producers and providing the value-added support that experts say has a direct impact on retention.

While you can't force your talent to stay with your firm, you can put practices in place that will make it very difficult for them to walk out the door.

Course Details

This program is based on compelling research findings from the GAMA Foundation for Education and Research. The workshop focuses on enhancing your recruit-and-develop process, and come up with a bold plan that will bring your firm immediate and lasting results. It is also based on the best practices of the masters of firm building, familiarizes you with strategies for strengthening relationships with top producers and providing the value-added support that experts say has a direct impact on retention. While you can't force your talent to stay with your firm, you can put practices in place that will make it very difficult for them to walk out the door.

Upon completion of this course you will be able to:

  • Identify the recruiting and selection practices that differentiate high-performing field leaders from their lower-performing peers, including specific practices in:
    • Understanding why producers leave
    • Recognizing the sequence of events leading to departure
    • Providing business and personal support that impacts retention
    • Tailoring coaching and development for top producers
    • Instilling loyalty and building lasting relationships with top performers
  • Apply these best practices through:
    • Completing assessments of your current retention practices
    • Identifying and prioritizing changes to improve retention.

 

Sample Agenda

8:30 am
8:35 am
Welcome and Introduction
Segment 1: Why High-Performing Producers Leave
Segment 2: Sequence of Events Leading to Departure
Segment 3: Business Support That Impacts Retention
noon - 1 pm Lunch
1- 4:25 Segment 4: Developing and Coaching the Successful Associate
Segment 5: Personal Support That Builds Retention
Segment 6: How Field Leaders Add Value
4:25 - 4:30 pm Conclusion and Wrap Up

June 22, 2016

members

$430 per course

non members

$530 per course

JOIN OTHER LEADERS TODAY

REGISTER NOW
June 22, 2016

Location

Xchange Conference Centre

Sheppard Centre

2 Sheppard Ave E, Suite 310

Toronto ON M2N 5Y7

(416) 226-2172

 

Coffee/Tea will be offered. Lunch not provided.

 

Sheppard Centre Parking

$10 early bird parking if in by 8:30am and leave by 8:59pm same day. Not included in price.

ce Credits

7.5 credits; Certificate of Completion granted.

Field leadership series course one:finding the right people

The Challenge You Face

The financial services industry is facing a gathering storm as steadily dropping recruiting and four-year retention rates diminish the capacity for clients to access face-to-face insurance and financial planning. In fact, the shrinking number of advisors was identified as one of the industry’s top two problems.

Recruiting is the lifeblood of the financial services industry. With the cost of recruiting and training one new associate reaching upwards of $250,000, bringing the best candidates with the greatest likelihood to succeed into the business is now more vital than ever. Determining the right recruiting sources and selecting the best candidates for your agency can be a challenging process. What can you do to improve the quality of candidates you are recruiting?

The Solution We Offer

Finding the Right People gives you the tools you need to recruit and select the right associates for your firm.

By focusing on the strategies implemented by the most productive agencies as measured by first-year commissions, this one-day workshop provides strategies that will dramatically improve the way you recruit new associates into the business.

Improving the quality and quantity of your new associates is possible. Finding the Right People provides the solution that will position your firm for success.

Learn From the Best

Finding the Right People features best practices from agencies and firms with some of the highest productivity rates among first-year advisors in the industry.

Featured speakers and facilitators include Management Hall of Fame inductees and field leaders whose organizations have earned the Master Agency / Master Firm / Master Multiline designation.

Get Results

During this highly interactive workshop, you will hear from the masters, share ideas with your peers, assess your current practices, and develop an action plan to enhance your recruiting and selection process.

Financial firms with highly productive advisors apply a consistent, systematic approach to recruiting and selection, bringing only the best candidates on board.

Discover the processes these agencies use:

  • Ideal candidate profile identification
  • Creating the selection process
  • Balancing primary recruiting sources
  • Candidate fit & ability assessment
  • Referral & influence optimization

members

$145 per course

$545 for entire Field Leadership Series

non members

$245 per course

$795 for entire Field Leadership Series

JOIN OTHER LEADERS TODAY

REGISTER NOW

October 2, 2014 8:30am to 4:30pm

Location

Xchange Conference Centre

Sheppard Centre

2 Sheppard Ave E, Suite 310

Toronto ON M2N 5Y7

(416)226-2172

 

Coffee/Tea will be offered. Lunch not provided.

 

Sheppard Centre Parking

$10 early bird parking if in by 8:30am and leave by 8:59pm same day. Not included in price.

ce Credits

7.5 credits; Certificate of Completion granted.

Field leadership series course one:finding the right people

The Challenge You Face

The financial services industry is facing a gathering storm as steadily dropping recruiting and four-year retention rates diminish the capacity for clients to access face-to-face insurance and financial planning. In fact, the shrinking number of advisors was identified as one of the industry’s top two problems.

Recruiting is the lifeblood of the financial services industry. With the cost of recruiting and training one new associate reaching upwards of $250,000, bringing the best candidates with the greatest likelihood to succeed into the business is now more vital than ever. Determining the right recruiting sources and selecting the best candidates for your agency can be a challenging process. What can you do to improve the quality of candidates you are recruiting?

The Solution We Offer

Finding the Right People gives you the tools you need to recruit and select the right associates for your firm.

By focusing on the strategies implemented by the most productive agencies as measured by first-year commissions, this one-day workshop provides strategies that will dramatically improve the way you recruit new associates into the business.

Improving the quality and quantity of your new associates is possible. Finding the Right People provides the solution that will position your firm for success.

Learn From the Best

Finding the Right People features best practices from agencies and firms with some of the highest productivity rates among first-year advisors in the industry.

Featured speakers and facilitators include Management Hall of Fame inductees and field leaders whose organizations have earned the Master Agency / Master Firm / Master Multiline designation.

Get Results

During this highly interactive workshop, you will hear from the masters, share ideas with your peers, assess your current practices, and develop an action plan to enhance your recruiting and selection process.

Financial firms with highly productive advisors apply a consistent, systematic approach to recruiting and selection, bringing only the best candidates on board.

Discover the processes these agencies use:

  • Ideal candidate profile identification
  • Creating the selection process
  • Balancing primary recruiting sources
  • Candidate fit & ability assessment
  • Referral & influence optimization

members

$145 per course

$545 for entire Field Leadership Series

non members

$245 per course

$795 for entire Field Leadership Series

JOIN OTHER LEADERS TODAY

REGISTER NOW

October 2, 2014 8:30am to 4:30pm

Location

Xchange Conference Centre

Sheppard Centre

2 Sheppard Ave E, Suite 310

Toronto ON M2N 5Y7

(416)226-2172

 

Coffee/Tea will be offered. Lunch not provided.

 

Sheppard Centre Parking

$10 early bird parking if in by 8:30am and leave by 8:59pm same day. Not included in price.

ce Credits

7.5 credits; Certificate of Completion granted.

Field leadership series course one:finding the right people

The Challenge You Face

The financial services industry is facing a gathering storm as steadily dropping recruiting and four-year retention rates diminish the capacity for clients to access face-to-face insurance and financial planning. In fact, the shrinking number of advisors was identified as one of the industry’s top two problems.

Recruiting is the lifeblood of the financial services industry. With the cost of recruiting and training one new associate reaching upwards of $250,000, bringing the best candidates with the greatest likelihood to succeed into the business is now more vital than ever. Determining the right recruiting sources and selecting the best candidates for your agency can be a challenging process. What can you do to improve the quality of candidates you are recruiting?

The Solution We Offer

Finding the Right People gives you the tools you need to recruit and select the right associates for your firm.

By focusing on the strategies implemented by the most productive agencies as measured by first-year commissions, this one-day workshop provides strategies that will dramatically improve the way you recruit new associates into the business.

Improving the quality and quantity of your new associates is possible. Finding the Right People provides the solution that will position your firm for success.

Learn From the Best

Finding the Right People features best practices from agencies and firms with some of the highest productivity rates among first-year advisors in the industry.

Featured speakers and facilitators include Management Hall of Fame inductees and field leaders whose organizations have earned the Master Agency / Master Firm / Master Multiline designation.

Get Results

During this highly interactive workshop, you will hear from the masters, share ideas with your peers, assess your current practices, and develop an action plan to enhance your recruiting and selection process.

Financial firms with highly productive advisors apply a consistent, systematic approach to recruiting and selection, bringing only the best candidates on board.

Discover the processes these agencies use:

  • Ideal candidate profile identification
  • Creating the selection process
  • Balancing primary recruiting sources
  • Candidate fit & ability assessment
  • Referral & influence optimization

members

$145 per course

$545 for entire Field Leadership Series

non members

$245 per course

$795 for entire Field Leadership Series

JOIN OTHER LEADERS TODAY

REGISTER NOW

October 2, 2014 8:30am to 4:30pm

Location

Xchange Conference Centre

Sheppard Centre

2 Sheppard Ave E, Suite 310

Toronto ON M2N 5Y7

(416)226-2172

 

Coffee/Tea will be offered. Lunch not provided.

 

Sheppard Centre Parking

$10 early bird parking if in by 8:30am and leave by 8:59pm same day. Not included in price.

ce Credits

7.5 credits; Certificate of Completion granted.