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Resources

The GAMA Foundation provides unique, highly practical resources to ensure lifelong success for field leaders.  Our research is conducted by independent third-party organizations, and is funded by field leaders, for field leaders, which means it is developed free of any single company or system bias. We look beyond what works for one person to find the consistent practices that define high performers across the profession.  And, we provide the volume of insight so that you can drill down to specific solutions for your market.

Listed on this page are the Foundation’s most recent products and research development. Our next eBook, Leading Change through the Advisors’ Eyes, will release in the fall of 2020!

Please note that all publication deliveries are operating on a delay due to COVID-19.



BUILDING A HIGH-PERFORMANCE BUSINESS RESOURCES

Building a High-Performance Business Whitepaper
Based on the iconic Finding, Building and Keeping the Right People studies, this FREE research study identifies the best practices that contribute the most to firm-building success, boils them down to their essential elements and gives you the keys to building and sustaining your own high-performance business.  These results reveal 10 key practices that drive high performance, four characteristics of a high-performance climate, four leading indicators of high performance, and how you as a field leader, can  use this information to build a high-performance culture to drive retention, recruiting, and productivity.

“Learn From the Best” Podcast Series
Building a High-Performance Business podcast series features best practices from agencies and firms with some of the highest productivity and retention rates in the industry. Featured speakers include Hall of Fame, Master Agency/Firm/Multiline, International Management and Frontline Leader Award honorees.

Building a High-Performance Business – Research in Action
A collection of strategies and ideas for creating a high-performance culture for finding, building and keeping the right people.

Support The Foundation: www.gamafoundation.org



LEADING CHANGE

Leading Change: Leading Yourself
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.  This eBook identifies how field leaders can learn to better navigate the constant change in the financial services industry.

Leading Change: Leading Others
As a leader, you are the key to the successful implementation of change initiatives.  You are responsible for anticipating, navigating, embracing, communicating, leading and measuring the effects of change.  In this eBook, we identify steps to help you lead and navigate your team through the constant change that our industry is experiencing.

Support The Foundation: www.gamafoundation.org



RETENTION

Focusing New Advisors on Revenue-Producing Activities
If you sometimes feel as if your agency has a revolving door — with new agents entering while others are leaving — you have plenty of company. Explore a five-step strategy for getting and keeping new advisors on track to build a strong practice from day one, to slow that revolving door and boost retention for the long term.  Available in financial services and traditional life and multiline versions. 

Creating a Culture of Passion and Purpose
Identify 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. 

Succession Planning as a Retention Tool
Succession planning may seem an unlikely topic for an eBook on retention – in one you are transitioning people out of the business, and in the other, you are working to keep them in it.  But time and time again, leaders in our study emphasized succession planning as a key part of their retention strategy.  This eBook provides information in six steps to help guide your business through the succession planning process. 

Support The Foundation: www.gamafoundation.org



RECRUITING

Creating a High Impact Recruiting Culture – Research In Action
Take a dive into the recruiting and selection best practices used by top-performing leaders to attract, recruit and select top performers.

Recruiting through Community Involvement
Recruiting is a 24/7 endeavor, and community involvement can only enhance that initiative. This book presents ideas, tips, and advice from field and corporate leaders who are successfully integrating social and community involvement into their recruiting programs. It delves into various ways to connect with your community and builds upon strategies for success. 

Recruiting through Social Media
The use of social media during the recruiting process has become critical and LinkedIn has become today’s preferred recruiting platform. This book presents ideas, tips, and advice from field and corporate leaders who are successfully integrating social media into their recruiting programs including what platforms are being used, who manages the process, and what types of content is being shared. This book also includes a social media primer for those who would like to review the fundamentals. 

Recruiting Women to the Advisor Career
Women in the United States represent a major source of purchasing power and a revenue-generating opportunity for the financial industry yet the percentage of women financial advisors hovers around 30 percent — and has barely moved since 2005. In many firms, women represent fewer than 25 percent of total advisors, the threshold at which the U.S. Department of Labor officially designates an industry or occupation as “male dominated.” This book presents ideas, tips, and advice from field and corporate leaders who are successfully integrating strategies to attract and retain women into their firms and organizations. 

Support The Foundation: www.gamafoundation.org



TEAMING

The Power of Teams
The industry is in the formative stages of engineering a new generation of teams that moves far beyond the familiar joint-work model in place in many organizations today.  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. To guide you in your teaming journey, each chapter includes: Teams in Practice (TIPS) section featuring interviews with leaders who are using teams in unique and innovative ways; debrief and strategy questions to help you develop your own strategy to launch and support teams; and team resources from experienced leaders including examples, assessments and tools you can use immediately with your teams.  

The Team Game
Written by: John Bucsek and Bellaria Jimenez

Teaming is the most fundamentally sound business concept available today to help businesses grow their organizations and dominate their. Organizations that embrace it now will be the ones still in business in the coming years. 

All proceeds from the sale of this book have been generously donated to the GAMA Foundation for Education and Research.

 

Support The Foundation: www.gamafoundation.org

 


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