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Archive for the "Team Development" Category

How to Manage a Team Dialogue Constructively

June 29, 2017 by Leave a Comment

I recently facilitated a meeting with a very successful team of financial advisors who manage client assets in excess of $7 billion. The executive committee of this group has been a client of mine for many years. Two retirements, one recent and one pending, had created friction within the team as it struggled with issues of planning and succession. I'm happy to report a very successful outcome to the meeting and I hope that you find lessons learned about how to manage a team dialogue in a constructive fashion relatable to your situati... Continue Reading