Today we take a closer look at SuccessPro, a powerful way to help your leaders accelerate success by increasing advisor engagement with the solutions and services your firm offers that drive business results.
SuccessPro works by providing your field leaders as a window into their team’s habit of executing real-time data-driven leadership. It is an effective management tool that makes it possible for you to get answers to key questions at a moments notice:
- What do advisors say is important?
- Can they translate real opportunities into actionable strategies and tactics?
- Can they align with and leverage firm resources to complete the actions they agree to?
- How many goals are on track to be achieved?
- Are coaching conversations taking place on a regular basis?
Armed with this visibility, leaders can impact success through regular data-driven discussions with their teams about activities they control and are most likely to affect their success. It facilitates alignment so that leaders can help advisors achieve goals that are important to them and aligned to the strategic objectives of the organization.
SuccessPro is purpose-built to help leaders accelerate the growth of the business in a scalable manner. Watch the video for additional details.