You're A Financial Planner; Now What?

After experiencing dysfunctional workplaces throughout their career, Krista Sheets and Sarah Dale partnered to build Performance Insights. Together, they focus on helping financial planners increase results through practice management and people-focused decisions. There are so many unhealthy work environments within the financial planning profession, and both Krista and Sarah agree that this largely is a result of poor communication. As a result, they help the planners they work with on developing well-structured team communication plans, amplifying everyone’s voice on a financial planning team, and creating an environment that fosters positive communication. Krista and Sarah discuss the importance of understanding team members and using various personality tests to identify strengths and what motivates each person on a team. In this episode, Krista and Sarah are going to be discussing how to spot warning signs of a dysfunctional workplace, the best way to communicate efficiently, and how focusing on team de