Converting Culture into Growth: How Elite Financial Advisors Create High-Performing Teams

A strong team culture can significantly enhance your practice's productivity and retention. But how do you build one that attracts top performers and drives sustainable growth? Discover the strategic frameworks that transform average teams into growth engines for your practice. Join host Kalem Mackey, CFP®, BPC, Executive Vice President at C2P, and guest, Josh Friberg, a highly skilled exchange facilitator, as they reveal how elite advisory firms use culture to accelerate acquisitions, boost client retention, and create sustainable competitive advantages. Whether you're leading a small team or managing multiple locations, this episode delivers proven systems for building a culture that becomes your firm's most valuable asset.

Resources:

Books:

• Supercommunicators by Charles Duhigg
• The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results by Gary Keller and Greg Papasan
• Slow Productivity: The Lost Art of Accomplishment Without Burnout by Cal Newport
• Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork  by Dan Sullivan and Dr. Benjamin Hardy
• Essentialism: The Disciplined Pursuit of Less by Greg McKeown
• Extreme Ownership: How U.S. Navy SEALs Lead and Win  by Jocko Willink and Leif Babin
• .css-j9qmi7{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-flex-direction:row;-ms-flex-direction:row;flex-direction:row;font-weight:700;margin-bottom:1rem;margin-top:2.8rem;width:100%;-webkit-box-pack:start;-ms-flex-pack:start;-webkit-justify-content:start;justify-content:start;padding-left:5rem;}@media only screen and (max-width: 599px){.css-j9qmi7{padding-left:0;-webkit-box-pack:center;-ms-flex-pack:center;-webkit-justify-content:center;justify-content:center;}}.css-j9qmi7 svg{fill:#27292D;}.css-j9qmi7 .eagfbvw0{-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;color:#27292D;}