A group of people attending a seminar or workshop by Niche Team, sitting and listening attentively, with a woman in the foreground smiling, wearing glasses and a beige sweater, in a bright room with large windows.

Workshops

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representing Niche Team Workshops.

Team building

Take the time to nurture your team.

This two-hour workshop is designed to help strategically increase growth and profitability, streamline processes, and create excellent communication both inside the office and with clients.

It includes:

Personality Assessment for Team Members
The five elements of successful Teams: Vision, Goals Development, Communication, Processes, & Action Plans

Schedule It Today

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Power Planning

Two-day in-office workshop.

This two-day in-office workshop is designed to bring focus, alignment, and actionable strategies to your team. Blending personal insight with practical business planning, the session encourages collaboration, clarity, and commitment to long-term success.

What you can expect:

Ease into the experience with a relaxed dinner — an opportunity to connect informally with teammates and set the tone for a productive two days ahead.

Morning
- Agenda & Expectations: Begin with a review of the workshop goals and flow.
- Personality Shapes: Explore individual and team dynamics using the Personality Shapes framework to better understand strengths and communication styles.
- Goal Setting: Define both short-term and long-term objectives that align with personal ambitions and organizational direction.
- SWOT Analysis:
  - Identify personal strengths
  - Recognize business weaknesses
  - Highlight key opportunities
Afternoon
- Action Planning: Transform identified opportunities into a clear, actionable plan for growth and improvement.

Morning
- Top Client Analysis: Dive into key client relationships to uncover opportunities, mitigate threats, and refine service strategies.
- Rolling Marketing Calendar: Build a sustainable, forward-looking marketing plan centered around ideal clients.
Afternoon
- Social Media Strategy: Discuss current performance, new opportunities, and tactics for growth and engagement.
- Calendar Planning: Design your ideal week, month, and quarter for maximum productivity and balance.
- Open Session: Address any additional topics or needs as they arise.
- Wrap-Up: Reflect on key takeaways, clarify next steps, and leave with a clear roadmap for success.

Schedule It Today

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Online workshop - coming soon

Glide to 5

We understand that Financial Advisors have different needs and capabilities as they become more experienced.

With that in mind, we created strategies that help so many of our clients “glide” their way from Level 3 to Level 5 in a very short period of time. Whether it’s by focusing on assets or commissions, we are going to walk you through actionable steps that have helped Financial Advisors navigating this pivotal period.

Register interest