Teaming Effectively: 3 Key Factors

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High-performing teams are now critical to an investment firm’s success. Gone are the days when any of these strengths – alone – would carry the day: performance, sales efforts, trendy new products, reputation, and the like. In this New Era, firms must achieve excellence in all areas. All the “tribes”1 in a firm – investments, sales, support functions – must build high-performing teams. Thankfully, there are clear guidelines for how to do it, which we will explore and describe in this paper.

Description

High-performing teams are now critical to an investment firm’s success. Gone are the days when any of these strengths – alone – would carry the day: performance, sales efforts, trendy new products, reputation, and the like. In this New Era, firms must achieve excellence in all areas. All the “tribes”1 in a firm – investments, sales, support functions – must build high-performing teams. Thankfully, there are clear guidelines for how to do it, which we will explore and describe in this paper.

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