Once a quarter, we spend a day dedicated to team building. Our first Professional Development Day was Monday, July 24th.
The team at the Copper Rock Coffee Company in Appleton bright and early to spend the morning working on strategic initiatives.
We walked through our client experience, led by Mariah and Kristie. With the AEGIS Process as the foundation for our discussion, we were able to clarify our clients needs and expectations from start to finish. In doing so, we established ways to be better at accomplishing tasks, personalizing each visit, following up, creating an open environment and making a lasting impression on all those who walk through our door. We also provided insight on other ways we can highlight the experience for our guests.
Some of the changes we’ve implemented since then include:
- Tablets that will be used by the Client Service Associates (CSA) and Associate Advisors (AA) to take notes during meetings – to streamline documentation and the meeting recap
- Tablets for clients kids, caregivers or family members to use if not attending the meeting
- Wall brochure racks in each meeting room and lounge area to eliminate the “hand-out” clutter
- Charging station for cell phones
Following the client experience, Megan led the team through a strategic marketing and growth presentation for both new and existing clients. We’ve started to phase-in individual responsibilities, online content writing, email content and structure updates, “You could be missing something BIG” campaign and community involvement initiatives.
Bill wrapped up the morning meeting by giving a review of the financials and the overall business snapshot.
After filling our heads with a bunch of new, exciting ways to make the team at AEGIS Financial better communicators and service providers, we made our way to the Timber Rattlers game… and yes they WON! (see photos below)