How to get advisors to buy into radical change

Date: October 12, 2022

Time: 08:00AM - 09:00AM

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Jason C. Staas, FCIF, M.S., had a bold idea to transform his agency in Dayton, Ohio, USA. This idea involved bringing advisors together to share clients and commission structures, while also allowing them to specialize in certain facets of the industry. The problem? He needed buy-in from his entire team. Staas set to work persuading his 21 advisors to adopt his unusual concept, but it wasn’t easy.At first, Staas told his advisors, “This is what we are going to do, and you're going to comply because this is my agency, and it’s my way or the highway.” When that didn’t work, Staas came to understand that the way to convince his team to buy into his vision was by turning it into a shared vision. He needed to include the perspectives of his team to make everyone as excited about the idea as he was. Learn strategies to implement radical change in your own team.

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