How Merrill Lynch Bulks Up Training
“Everyone is a wealth champion but they must first be a health champion,” says Cross, president of Leadership Alliance, a consulting firm in Stamford, Conn. “What we do is help advisors define key levers of success and key barriers that might trip them up. In many cases, it’s health. If you’re healthier, you are happier, and the odds of you being a long-term committed member of an organization go through the roof.” The curriculum, based on the Japanese Hoshin Kanri strategic priority alignment process, helps the trainee prioritize. “They get very clear on the right things to do in the right order at the right time,” Cross says…