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Managing & Leading Teams

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2-day course, 3 CRB Credits

Today’s marketplace demands a higher level of service from both the company and the individual agent. In order to meet those demands, managers and agents must maximize their performance by working together with complementary talent. This Course delivers effective strategies and techniques to help organize, develop and manage teams. You will learn a methodology to transition to using teams effectively and helping leaders excel in a team environment.

  • Understand how team structure impacts your business.
  • Develop effective leadership within your team or team leaders.
  • Build and strengthen team interaction in order to improve productivity.
  • Use team management and leadership skills to improve your team’s performance.          
  • Improve communication, motivation, skill development, coaching and counseling within a team environment.
  • Review best practices in team management and techniques for dealing with difficult team members.
  • Construct a team structure that fits your company goals complete with job descriptions and a compensation plan.

This course includes the DiSC Classic and Team Dimensions Assessment.

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Financial Planning & Management has been one of the best courses offered that I have attended. it should be mandatory broker training.

Alex Ocsai, CRB, Royal LePage Meadowtowne Realty, Mississauga, ON, Canada