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"I am more organized than before I started coaching, I am more satisfied with my... more

Jeff, Branch Manager
Wells Fargo Home Mortgage
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MISSION FOR LEADERS (Click here if you are a Loan Officer)
Roundtable for Leaders is designed to target your daily challenges, both as a producer and a manager, and create solutions that work for you. This interactive forum provides the opportunity to get re-energized as you learn best practices and gain insight on how to coach your team more effectively.

ABOUT THE GROUPS
Roundtable groups can be either private or open. If you gather four or more people for the call, you have created a private group. If your group includes less than four people, we will place you in our next available open group.

BENEFITS
  • Learn to effectively coach and motivate your team
  • Create a stronger accountability structure
  • Improve your time management skills
  • Adopt habits for recruiting and growing your Branch
  • Discuss how your Mission Statement supports your Vision
  • Review high-level goals of your Business Plan

    ROUNDTABLE SCHEDULE
    We will meet by phone once a month as a group for 50 minutes. In between your monthly calls we will assign you to an accountability partner from your group for a one-on-one phone appointment to help keep you focused and on target to complete your action items.

  • Contact an Account Executive about our Rountable Coaching program.

     

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