At the Team Performance Group LLC, we provide a depth of understanding and competency in the Financial Services industry not typically found within training organizations. With combined brokerage experience of over 75 years, our coaches have served as successful Financial Advisors, Branch Managers, Area Sales Managers, National Training Officers, Practice Management Coaches and Team Formation and Development Consultants. This experience is also a testimony to our deep familiarity with the challenges and rewards of running a successful business for both individual advisors and teams. And, as a result of our group’s experience, we can be very flexible and tailor our programs and coaching to the specific needs of the individual.

We understand that not every advisor works within a team format . . . yet. So, we seek to achieve exceptional outcomes today through offering a combination of group workshops, webinars, peer-to-peer exchanges and 1:1 coaching that is tailored to each advisor, partnership or team’s actual stage of development. Our process is designed to affect true behavior change and performance versus mere accountability coaching. We do not offer “cookie cutter” programs, where one-size fits all and all are expected to fit in. And, as Registered Corporate Coaches (RCC) and DISC certified coaches, we provide the personalized discovery, education and coaching necessary to help motivated advisors reach their potential by affecting lasting behavioral change.

What we offer . ..

Our programs focus on tailored workshops and individual 1:1 coaching typically centered around five targeted initiatives:

• Team Formation and Team Development

• Advanced Practice Management

• Core Business Development

• Team Leadership and Management

• Regional / Complex / Branch Leadership Team Development

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Contact: support@teamperformancegroup.com

Business Development

Finance

Investment Management

Personal Finance

Team Performance Group

Bill Stepanek

This department focuses on enhancing individual and organizational performance through strategic coaching and consulting initiatives.

Team Performance Group

Org chart

Teams

Performance Coaching

Offices

Team Performance Group

Org chart

Teams

Performance Coaching

Offices

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