Keeping The Right People

It can cost upwards of $250,000 to bring new advisors on board. Good agencies and firms have systematic processes in place to recruit, select, and train the best candidates…Great agencies and firms have systematic processes in place to retain them. As the industry’s field force continues to decline, evidence of proselytizing experienced agents increases. Good agencies and firms monitor the flow of unsolicited offers and try to stop them…Great agencies and firms create value-added support systems so experienced advisors don’t give those offers credence. Your top producers are in high demand. What are you doing to keep them?

The Solution We Offer

Keeping the Right People reveals the winning strategies high-performing organizations use to retain their top performers. Based on the best practices of the masters of firm building —whose firms have retention rates well over industry averages—this one-day workshop identifies strategies you can use immediately to strengthen relationships with your top producers and provide the value-added support they say directly impacts retention. There’s no substitute for experience. Don’t let yours walk out the door.

You Will Learn How To:

  • Understand why producers leave
  • Recognize the sequence of events that lead to departure
  • Provide business and personal support that builds loyalty
  • Customize development to address senior producers’ needs
  • Build lasting relationships with top performers

What The Program Provides: 

  • Facilitator Guide
  • PowerPoint
  • Videos
  • Participant Workbook
  • Participant Guidebook

Audience: All Field Leaders
Cost: $399
Delivery Format: Internal, GAMA Facilitator, In-Person Class
Program Length: 1 day

Contact Us To Learn More