Team Coaching

Helping you get closer to operating at your optimum level.

The Patriot Financial Group’s coaching strategy is not to teach you something you don’t know, but rather to work with you to tap into your innate strengths and abilities and help you get closer to operating at your optimum level. Our process is divided into 3 steps.

1

Develop

The first step is to develop the team vision. We will explore the overall business vision for the team, as well as at an individual level for each team member’s business vision.

2

Determine

Once the overall business vision is established for the team, the next step is to determine the team goals. In this step, we recognize the barometer need for the team’s success.

3

Define

The last step is defining the team roles. Each member’s role is clearly defined, allowing strengths & weaknesses of the team members to be discussed.

Team Coaching Services

Concentrate on the areas of the practice that you enjoy most.

We all have parts of the business that we enjoy and parts of the business we would rather delegate. With The Patriot Financial Group, you can work with a high-performance team so that you can concentrate on the areas of the practice that you enjoy most. With the strength of your back office in our management team, you have the support for your marketing, lead generation, partnering, compliance, and technology. Our team is your team.

We offer:

  • High-Performance Teams of Specialists
  • Individual Practice Management Coaching
  • Marketing Plan Development, Business Plan Development, Budgeting
  • Quarterly firm-wide training meetings
  • Study Groups

Grow Your Business

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