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KRISTA SHEETS Accelerating Team Performance to  Maximise Client Relationships   Why Building a Team is Critical to  Creating Value in Your Business
Who is Paragon Resources? ,[object Object],[object Object],[object Object]
Value Defined
Developing Themes of Successful Advisors ,[object Object],[object Object],[object Object]
Business Optimization Less Effort Good Results Great Results More Effort
Practice Management ,[object Object],[object Object],[object Object],[object Object],[object Object]
The Building Blocks of Business GRIND MIND FIND
What are the Core Functions of Your Business? Practice Management Marketing Sales Wealth Management Portfolio Analysis Investment Management Research Portfolio Reviews Client Service Relationship Management Administration & Operations
Teams are the Solution ,[object Object],[object Object],[object Object],[object Object],Which one is right for you?
Results-Driven Team Defined The right PEOPLE doing the right THINGS the right WAYS for the right CLIENTS at the right TIMES for the right REASONS
Formula for Team Success ,[object Object],[object Object],[object Object],[object Object],[object Object]
 
 
5-Star Service Turns Clients into Advocates ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Design a Service Menu ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Service by Segment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Why Define Your Ideal Client? ,[object Object],[object Object],[object Object],[object Object]
Define Your Ideal Client ,[object Object],[object Object],[object Object],[object Object],[object Object],Know WHO Your Ideal Client is and WHAT they need and want
Differentiating Standard vs. Signature Service ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Connect with Your Clients ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Commit and Act! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
THANK YOU! Contact information:  Krista S. Sheets [email_address] www.ParagonResources.com US: 770.319.0310 | Skype: paragonresources

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Why Building a Team is Critical to Creating Value in Your Business

  • 1. KRISTA SHEETS Accelerating Team Performance to Maximise Client Relationships Why Building a Team is Critical to Creating Value in Your Business
  • 2.
  • 4.
  • 5. Business Optimization Less Effort Good Results Great Results More Effort
  • 6.
  • 7. The Building Blocks of Business GRIND MIND FIND
  • 8. What are the Core Functions of Your Business? Practice Management Marketing Sales Wealth Management Portfolio Analysis Investment Management Research Portfolio Reviews Client Service Relationship Management Administration & Operations
  • 9.
  • 10. Results-Driven Team Defined The right PEOPLE doing the right THINGS the right WAYS for the right CLIENTS at the right TIMES for the right REASONS
  • 11.
  • 12.  
  • 13.  
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22. THANK YOU! Contact information: Krista S. Sheets [email_address] www.ParagonResources.com US: 770.319.0310 | Skype: paragonresources

Notes de l'éditeur

  1. What an honor to be here today. In the next hour, I promise to give you what I know after working almost 12 years with successful investment advisory practices as being the best practices to maximizing your business potential and the relationship you have with your clients. I probably won’t take too many breaths as I feel there is so much to share with you. Our time together is short, but I hope everlasting and valuable to your business.