Navigating Workplace Dysfunction
b'After experiencing dysfunctional workplaces throughout their career, Krista Sheets and Sarah Dale partnered to build Performance Insights. Together, they focus on helping financial planners increase results through practice management and people-focused decisions. \\nThere are so many unhealthy work environments within the financial planning profession, and both Krista and Sarah agree that this largely is a result of poor communication. As a result, they help the planners they work with on developing well-structured team communication plans, amplifying everyone\\u2019s voice on a financial planning team, and creating an environment that fosters positive communication. Krista and Sarah discuss the importance of understanding team members and using various personality tests to identify strengths and what motivates each person on a team.\\nIn this episode, Krista and Sarah are going to be discussing how to spot warning signs of a dysfunctional workplace, the best way to communicate efficiently, and how focusing on team development can lead to a more successful career in the financial planning profession.\\n\\n\\n\\xa0\\nWhat You\\u2019ll Learn:\\n\\nWhat creates workplace dysfunction\\nHow to make people-focused workplace decisions\\nThe best way that young planners can help their practice build a functional, healthy work space\\nHow to effectively communicate to avoid dysfunction\\nWhy words matter\\nHow to communicate questions, challenges, and frustrations\\nBest practices to identify warning signs of a dysfunctional team\\nWhy much of our dysfunction never gets addressed\\nHow each individual can focus on their strengths and personality traits to contribute to their team effectively\\nWhy team building matters for financial planners in our \\u201cpeople focused\\u201d profession\\nHow to create a healthy succession plan\\nThe best way to define roles in your practice and amongst your team\\nWhy focusing on people is often a better investment than focusing on the numbers'