Build and Manage Your Team:


Are you working in your business or on your business?


Become the CEO of Your Business

Hire and Retain a Staff that Gets Things Done

Build an Elite Financial Team: Part 1

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Build an Elite Financial Team: Part 2

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What is Build and Manage Your Team?

Build and Manage Your Team is a 2-day coaching event put on by Rule the Room Financial this upcoming July. It's the second course of our year 2 program 'Make it More Efficient' which is specifically designed to help financial advisers better their practice.

Just a few of the major takeaways from Build and Manage Your Team

Look forward to Mondays

When you focus on the tasks you love, Mondays become awesome.

Get the Freedom to Unplug

Go golfing, take longer vacations, and rest easy with your team at work.

Triple Your Business Capacity

Learn how to triple your productivity by bringing on the right people.

Got a Case of the Mondays?

What if Mondays were no longer a drag? What if you could look forward to Mondays and be excited to head to the office? In Build and Manage Your team we'll provide you with the building blocks you need to have your office working for you. You get to focus on the things you enjoy. Mondays aren't so bad anymore.

Are you ready to unplug?

If you left work today and took off for a month vacation, would you lose your clients and your livelihood or would your business grow? We'll give you the low-down on how to set your business up for perpetual motion. Even while you're gone, your business will grow.

Gain the Strength of 3 Men!

When you are working with a team your growth is exponential. We'll provide you with a set of tools and a clear direction on choosing the right people, motivating your staff, paying them, and how to get them to work effectively. No need to figure this out on your own, we're here to show you how.


If you've ever done a training course before then you know that it's generally 1 person giving you the tips and tricks that has worked best for them. Well, truth of the matter is, that there are 4 types of sales people. Performers, Inspirers, Energizers, and Fascinators. Not sure which you are? No problem, we'll help you discover that. But the fact is that you are one of them, you just may not know which. Rule the Room has 1 leading industry professional from each of the 4 sales personalities teaching every course so you know how to apply our tips and tricks in a style you're comfortable with.

Our Speakers


Access to these advisors would cost you well over $5000 a day in consulting fees,

and you get them for 2 full days.

Karl Dettmann

Matt Heckmann

John Adams

Chris Koon

Part 1

8 Hours of Mind-blowing Content

You’ll learn how to:


Session #1: Build Your Case for Hiring Staff

  • Assess the Current State Your Business
  • Figure Out What You Need Right Now
  • Make it Safe to Hire Staff

Session #3: Create Compelling Compensation

  • Identify Their Motivation
  • Determine What to Promise
  • Create Alternatives Beyond Money

Session #5: Interview and Attract Great Team Members

  • Create a Compelling Interview
  • Attract Them in the Interview
  • Challenge Them in the Interview

Session #7: Practice for Your Certification Test

Session #2: Find the Right People

  • Look Internally First
  • Look Externally
  • Hire a Recruiter

Session #4: Assess and Qualify People

  • Assign Deal-Breaker Assessments
  • Assign Fun-Style Assessments
  • Weed Out Riffraff

Session #6: Onboard New Hires Successfully

  • Set Employment Expectations
  • Allow Them to Fail
  • Set Team Culture

Part 2

8 More Hours of Mind-blowing Content

You’ll learn how to:


Session #8: Build an Accountability System

  • Create Metrics of Accountability
  • Introduce a Culture of Responsibility
  • Maintain a Culture of Responsibility

Session #10: Keep the Communication Door Open

  • Proactively Discuss Concerns Before Problems Occur
  • Leverage Third Parties
  • Conduct Meaningful Weekly Meetings

Session #12: Enrich Your Team Culture

  • Have Profitable Team Retreats
  • Make the Daily Office Routine Enjoyable
  • Find Their Ultimate Reward

Session #14: Prepare for Your Certification Test

Session #9: Motivate Your Dream Team

  • Get Buy-in on Your Vision
  • Instill Intrinsic Motivation
  • Get People Unstuck

Session #11: Empower Your Staff to be Self-Sufficient

  • Paint the Efficiency Picture
  • Make Yourself Inaccessible
  • Manage Realistic Expectations

Session #13: Have Difficult Conversations

  • Put someone on a Performance Plan
  • Peacefully Fire Someone
  • Handle Staff Conflicts

This course will give you the confidence and tools you need to break free from the daily tasks you hate and focus on the ones you love. It's so much easier to grow your business when you're working on in versus in it.

Mike Hansen

This program is essential to the growth of any financial adviser that is ready to go to the next level. You'll see tremendous value and business growth when you can fully utilize and build your team.

Jason Teteak

Here is what Attendees are saying from the Build and Manage Your Team live event…

You Have to Take Action To Get Results...

Click on the "Add To Cart" button, go to the shopping cart on the top right of the screen, fill out the form on the next page, and once the confirmation arrives in your inbox book your flight and hotel reservations. We're excited to see you!

Become the CEO of Your Business

Hire and Retain a Staff that Gets Things Done

Build an Elite Financial Team: Part 1

Click Here for Price

Build an Elite Financial Team: Part 2

Click Here for Price
Financial Advisors
Hours of Content
Great Time

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