Everything DISC Workplace: DISC profiles can be a terrific tool to help teams gain a competitive edge by optimizing their:

  • Team Communication

  • Role Delineation

  • Team Dynamics

​Building AND Growing 

 Financial Services industry's best performing Teams

Call to Order; 610-793-1144

This practical and entertaining guide shares the insights and best practices that John has used with teams over the years to help them operate at a peak level and generate breakthrough growth.


Key Topics

  • ​Delivering a Multi-Generational Wealth Management Experience
  • Succession & Continuity Planning
  • Driving Synergy through Effective Role Delineation
  • Team Compensation Strategies to Drive Results
  • Prospecting with the Team Edge
  • The Power of Diversity and Diverse Teams
  • Strategies and Tactics for Effective Team Leadership
  • Unleashing the Power of Mutual Accountability
  • Mastering Client Engagement
  • Scalability for Breakthrough Growth

Contact Us   610-793-1144

Everything DISC Work of Leaders: The Work of Leaders is a great tool that helps team leaders improve their teams by focusing on 3 key areas:

  • Vision

  • Alignment

  • Execution​