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What's New at the Foundation


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.

    The Power Of Teams 

    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

    Why Recruiting Women Makes Business Sense

    Diversity isn't just a demographic trend, it's a clearly defined business opportunity.  Women today are well-educated, successful in business, and looking for specialized financial advice.  See the facts and figures on why recruiting women will benefit your business in the GAMA Foundation's latest  infographic.

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    Jeffrey Dollarhide

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