🚗   Starting Line: Building the Foundation

Pit Stop: Strategies for Assembling a Dynamic Sales and Operational Team

Kick off your road trip by building a strong foundation. This stop is designed for TPA leaders and sales professionals looking to construct an efficient sales and operational team. Discover how to hire the right people, structure your organization for success, and develop a robust pipeline for consistent growth. Engage in peer-to-peer discussions to share experiences and strategies.

Key Landmarks:

• Identifying the right team members
• Journey mapping with advisors and referral sources
• Effective pipeline management
• Best practices for compensating sales teams
• Diversifying lines of business
• Fostering a culture of peer-to-peer learning

🛤️   Scenic Route: Leading with Vision and Purpose

Pit Stop: Navigating Your Team Towards a Bright Future

Leadership is about inspiring your team towards a shared vision. At this stop, you’ll learn how to articulate your vision, communicate your strategic plan effectively, and understand what motivates your employees. Discuss practical steps to keep your team motivated and manage performance.

Key Landmarks:

• Articulating your vision
• Communicating your strategic plan
• Motivating your team
• Managing performance
• Peer-to-peer discussions on leadership theories

🏞️   Future Horizons: What’s Next

Pit Stop: Future-Proofing Your Business for Sustainable Growth

As you near the end of your journey, focus on planning for the future. Explore strategies for handling expansion, identifying future leaders, and knowing when to pivot your growth strategies. Learn about contingency planning and leveraging technology for efficient growth.

Key Landmarks:

• Strategies for expansion
• Identifying and developing future leaders
• Contingency planning
• Leveraging AI and automation
• Succession planning
• Knowing when to sell your business

Dinner will be included starting at 7:30 PM.