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What's New at the Foundation


Leading Change: Leading Others

Before you can harness the innovation and tame the disruption that change creates, you first need to become a champion of change on a personal level.  Learn how field leaders can learn to better navigate the constant change in the financial services industry.

Leading Change: Leading Yourself

Firms with sales teams are more likely to rank in the top 10 or 25 percent of their company than firms without. To help you decide if this new form of teams is right for your organization, this guidebook includes lessons learned from those advancing rapidly in these new models of teaming, and obstacles preventing successful transition to teams

GAMA Foundation Podcasts
A new podcast series designed to deliver Foundation research and best practices in a digestive, audio format.  The first series is based on the Building a High Performance Business study and will be broken into four topic areas including: Creating a High-Impact Recruiting Culture, Creating a High-Expectations Culture, Creating a High-Trust Culture, and Creating a High-Impact Learning Culture.  This focus on culture will instruct listeners, through examples from other field leaders, on industry best practices that drive performance and deliver results.

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Succession Planning as a Retention Tool
The final book in the Retention eBook Series, Succession Planning as a Retention Tool, is here! 
Learn how you can use a six step process for succession planning including: 1.) Address senior advisors' fear of letting go. 2.)Start planning early. 3.) Match senior advisors with compatible successors. 4.) Coach advisors through the transition. 5.) Formalize the agreement. 6.) Transition clients to the successor.
     Building a High-Performance Business 

    Announcing the GAMA Foundation's new research study! Based on the iconic Finding, Building and Keeping the Right People studies, our latest research identifies the best practices that contribute the most to firm-building success in the areas of recruiting, retention and productivity.  The study boils these practices down to their essential elements and gives you the keys to building and sustaining your own high-performance business.

    Creating a Culture of Passion and Purpose 

    This eBook identifies how field leaders create a culture of passion and purpose in their agencies and firms, how they communicate that culture to candidates and how they help new advisors discover their own passion for this profession.

    Foundation News


         John Bucsek

    MassMutual's John Bucsek Named Inaugural Chair of New Financial Security Foundation Board.  See the full press release here.