Presentations

The Five Behaviors of a Cohesive Team™ has a simple goal: To facilitate a learning experience that helps groups discover what it takes to build a truly cohesive and effective team. With this program, participants will learn how, as a team, they score on the key components of the model: trust, conflict, commitment, accountability, and results. Additionally, the program is powered by Everything DiSC®, a model that helps individuals to understand themselves and others better. Using these results, participants will be able to create a better, stronger team.

The Five Behaviors of a Cohesive Team assessment and accompanying material is designed for an intact team. Before choosing this program, consider the questions: Is the team really a TEAM? A team is a relatively small number of people (from three to twelve) who meet on a regular basis and are collectively responsible for results. The team members share common goals as well as the rewards and responsibilities for achieving them. Not every group is a team. For example, a group that appears to be a team might simply be a collection of people who report to the same manager, but who have relatively little interdependence and mutual accountability.

This program includes an assessment for each team member with accompanying workshop led by Dr. Tim Ursiny. Contact Us to schedule an informational phone call. Download pdf

Times are changing and those who do not change are vulnerable to huge challenges, frustration, and potential failure. Old methods of building business and gaining new clients need to be adapted. The three methods that we will address in this session represent subtle, but effective shifts made to previous tactics that make them more successful in today’s environment. Download pdf | Watch Video

The psyche of America, (like the Stock Market) is currently quite fragile. We have forgotten our roots as pioneers who find opportunity and excitement in the face of the unknown. We have forgotten that much of the success that we have been able to generate in the past was based on our tenacity and resilience. This keynote and discussion time is aimed toward reminding participants of our roots and equipping them with ways to grow in their resiliency and focus. Download pdf

Times are changing and those who do not change are vulnerable to huge challenges, frustration, and potential failure. Whether it is regulatory changes or changes in client expectations, the success parameters of being a Financial Advisor are shifting. Advisors must adapt in order to flourish while others flounder. At the same time, many of us have mindsets, emotions, and habits that can interfere with our ability to change effectively and easily. To truly change we must have desire, intent, and persistence. These elements are impacted in our session “The Adaptive Advisor”. Download pdf

The last several years have taken a toll on Financial Advisors both financially and mentally. As a result, many know WHAT to do to grow their business, but struggle with the energy and focus needed to truly take their business to the next level. The goal of this workshop is to discover and remove the blocks that keep Financial Advisors from working at their highest potential and to give them specific tactics to refocus, re-energize and recommit to successful habits that will grow their business. Download pdf

Confidence is the fuel for success. Take two teams with equal skill and the more confident team with win every time. In this workshop participants of any level of confidence will learn how to increase their self-assurance. Download pdf

The relationship between client and advisor has never been more important. The current economic environment has created more skepticism, less trust and greater expectations. Financial Advisors who continue to interact with clients in the traditional fashion open themselves up to client dissatisfaction, attrition and in the worst cases potential litigious activity.

The ACT “Advisor as Coach” workshop provides Financial Advisors with a specific and disciplined model for the client conversation that takes consultative selling to the next level. This model allows them to serve their clients in a more efficient and connecting fashion. Download PDF

Teams are the future of financial services and yet they can also be quite challenging. Lack of alignment, buy-in, and leadership can keep a team from achieving full potential. This program focuses on giving team leaders the tools and skills necessary to lead their team through coaching to achieve optimal alignment and results. Download PDF

The old ways of leading people are over. A “command and control” approach to leadership results in lack of alignment, conflict, low commitment, low accountability, lack of harmony and low profitability. This program was created at the request of top leaders who wanted practical training on how to effectively coach those they manage to a higher level of performance, morale and alignment. Download PDF

Every workplace has people who have been identified as “difficult” and yet a team without conflict is a team without passion. All top performing teams must have conflict. If done correctly, positive conflict can lead to greater creativity, closer relationships and greater results. When done incorrectly, negative conflict can lead to poor morale, passive-aggressive behaviors, dysfunctional relationships, poor performance, a miserable culture and even legal issues. Download PDF

Financial Advisors need to have a multitude of skills to be at the top of their game. One critical skill is the ability to give powerful and persuasive presentations to groups and individuals. In “The Top Performer’s Guide to Presentations” we equip Financial Advisors with a process to improve both their style and structure when presenting. Download PDF

The skills that make someone a top performer do not always translate into making that same person a great leader. They are used to “doing” to get results vs. inspiring people to get results. This often can lead to a level of performance that both the corporation and the top performer find unsatisfying. At the very least, it results in results that are less than the potential! Download PDF

Many Financial Advisors know what to do to grow their business, but struggle with the mental energy and focus needed to truly take their business to the next level. The goal of this workshop is to discover and remove the blocks that keep individuals from working at their highest potential and to give them specific tactics to refocus, re-energize and recommit to successful habits that will grow their business. Download PDF

In truth, the only difference between those who have failed and those who have succeeded lies in the difference of their habits. Good habits are the key to all success. Bad habits are the unlocked door to failure. Thus, the first law I will obey, which precedes all others, is – I will form good habits and become their slave.
– Og Mandino (The greatest Salesman in the World) We’ve seen it many times; participants will go to a workshop, reward trip or peer meeting, leave excited and full of many great ideas and then completely fail to implement the ideas to a level that truly transforms their business. They leave with the desire and intent to improve their business, but immediately return to old habits. In our “Habits of Success” program we will help participants remove habits of thought and action that hold them back and replace these with habits that will create greater satisfaction and results. Download PDF     Watch Video Abstract

In truth, the only difference between those who have failed and those who have succeeded lies in the difference of their habits. Good habits are the key to all success. Bad habits are the unlocked door to failure. Thus, the first law I will obey, which precedes all others, is – I will form good habits and become their slave.
– Og Mandino (The greatest Salesman in the World)We’ve seen it many times; participants will go to a workshop, reward trip or peer meeting, leave excited and full of many great ideas and then completely fail to implement the ideas to a level that truly transforms their business. They leave with the desire and intent to improve their business, but immediately return to old habits. In our “Habits of Success for Leaders” program we will help managers remove habits of thought and action that hold them back from leading at their potential and replace these with habits that will create greater satisfaction and results. Download PDF

Teams are the future of financial services and yet they can also be quite challenging. Lack of alignment, conflict, differing degrees of commitment, low accountability, confusing roles and responsibilities etc., all impact the harmony and profitability of a team. This program focuses on giving team leaders and members the tools and skills necessary to resolve these team challenges and drive team synergy and efficiency. Download PDF

The relationship between client and advisor has never been more important. The current economic environment has created more skepticism, less trust, and greater expectations. Financial Advisors who continue to interact with clients in the traditional fashion open themselves up to client dissatisfaction, attrition, and in the worst cases potential litigious activity. Advisors must adapt in order to flourish while others flounder. This workshop equips advisors with the insights and skills necessary to strengthen client relationships during times of turmoil. Download PDF

A team without conflict is a team without passion. All top performing teams must have conflict. If done correctly, positive conflict can lead to more creativity, closer relationships, and greater results. When done incorrectly, negative conflict can lead to poor morale, passive-aggressive behaviors, dysfunctional relationships, poor performance, a miserable culture, and even legal issues. Download PDF

Change is constant and is happening at an increasing rate. Financial Advisors who know how to adapt to changes in their business and their industry will highly outperform those who stay in their comfort zone. The goal of this workshop is to equip Financial Advisors with the insights and skills necessary to de-stress, recharge and focus when making significant changes in their business. Download PDF

Even the best ideas are not always received with “welcomed arms” (especially if they represent a departure from previous methods). The way we craft and deliver our message can make a huge difference in whether others respond with resistance or support/acceptance. Fortunately, we have proven research available that addresses the art of persuasion. Our “Positive Persuasion” workshop will teach participants a genuine and effective approach to persuading others in a positive way. Download PDF

Change is constant and is happening at an increasing rate. Individuals who know how to inspire, challenge and get results during changing times are critical to an organization’s success. The goal of this workshop is to equip leaders and sales professionals with the insights and skills necessary to inspire confidence, trust and loyalty in difficult or changing times. Download PDF

Life is demanding and it can take a toll on even the best of us. High stress can impact focus, happiness and performance. The goal of this workshop is to equip participants with the insights and skills necessary to reduce stress and create better life balance. Download PDF

Time has become a very valuable commodity for professionals in Financial Services and most feel that they do not have enough time to do their jobs to their full potential. Those that learn to manage their time well will manage their results well. By learning how to focus on their “highest and best use of time” Financial Advisors can take their businesses to the next level more quickly and efficiently. Download PDF   Watch Video Abstract

Time has become a very valuable commodity for professionals in Financial Services and most feel that they do not have enough time to do their jobs to their full potential. Those that learn to manage their time well will manage their results well. By learning how to focus on their “highest and best use of time” leaders can take their businesses to the next level more quickly and efficiently. Download PDF     Watch Video Abstract

Team Leader Certification

Teams are the future of financial services, and yet most financial advisors have little to no training on how to effectively lead a team. Lack of alignment, conflict, differing degrees of commitment, low accountability, confusing roles and responsibilities, etc.—all impact the harmony and profitability of a team. This program was created at the request of top financial advisors who wanted to learn how to effectively lead a high-performing team. Download PDF

Financial Advisors need to have a multitude of skills to be at the top of their game. One critical skill is the ability to give powerful and persuasive presentations to groups and individuals. In “The Top Performer’s Guide to Presentations” we equip Financial Advisors with a process to improve both their style and structure when presenting. Download PDF

Leaders need to have a multitude of skills to be at the top of their game. One critical skill is the ability to give powerful and persuasive presentations to groups and individuals. In “The Top Performer’s Guide to Presentations” we equip leaders with a process to improve both their style and structure when presenting. Download PDF