Build and Manage a 
World-Class Team

A step-by-step roadmap to support your journey into high-performance

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Goal Set

How to connect individual accountability to delivering  the outcomes that support the team plan.

How to assess and discover if now is the right time to transition to a team-based practice.

Assess

How to standardize processes that affect your whole team as well as complementary teams.

Process

What's Inside?

From developing effective training programs for Fortune 500 companies to helping individual advisors, managers, and agency heads advance their own careers.

WHEN YOU WANT TO

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Take the first step to more guts, assertiveness, and success with Sandler through bite-sized, easy-to-absorb, scalable virtual lessons.

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Bonus Training

Receive one year of unlimited on-demand access to hundreds of Sandler audio files, videos, and downloadable resources.

997 VALUE!

ENROLL ONLINE

20 Lessons including:
Education Videos
Interactive worksheets
Audio recordings PLUS Sandler's Community Member forum

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Member Discount

available

ONLINE EDUCATION DESIGNED FOR QUICK RESULTS

Building and Managing a World Class Team

You'll Learn

How you approach the teaming process can make the difference between mediocrity and excellence. If you want to lead in the process, you must have a process that works.

Includes Annual Access to:
Building and Managing a World-Class Team
Sandler E-Learning Library

Five Bonus Education Jumpstart Videos
Sandler Interactive Community Forum

NON

ENROLL FOR $449

MEMBERS

Includes Annual Access to:
Building and Managing a World-Class Team
Sandler E-Learning Library
Five Bonus Education Jumpstart Videos
Sandler Interactive Community Forum

MEMBERS

ENROLL FOR $399

Building and Manage A World-Class Team

PROGRAM PRICING

OVER 100 How to Succeed® podcasts

LinkedIn the Sandler Way ebook

Why Salespeople Fail  ebook

10+ Webinars on sales and sales leadership topics

20+ Whitepapers on Sandler® success principles

Quarterly Sandler Advisor newsletters

SANDLER E-LEARNING LIBRARY

1

ADDITIONAL VIDEO TRAINING

  1. Jumpstart your New Hire
  2. Increase your Recruiting Success
  3. Prospecting Best Practices
  4. Critical Factors for Salesforce Effectiveness
  5. Leading Teams of Excellence

2

TWO BONUSES

$

  • Pre-Teaming Self-Assessments
  • Values, Beliefs, and Behaviors
  • Team Mission - Reflections
  • Creating a Shared Team Mission
  • What Type of Team Is Right for You?
  • Brainstorming Priorities
  • Establishing Goals
  • Team Plan Summaries
  • Current Processes
  • Determine Team Processes
  • Create a Specific Process
  • New Process Training
  • Critical Functions Brainstorming
  • Roles
  • Assigning Roles and Responsibilities
  • Creating and Filling New Roles
  • Team Meetings
  • Progress to Goals
  • Process Reviews
  • Exit Agreements
  • Teaming Check-Ups

Addressing Purpose, Process, and People

Learn how to make the work of creating and growing teams in the financial services industry easier with proven methods and processes that work.  With resources that will demonstrate support and guide teams on the path to excellence, this course is specifically designed for Advisors