Shifting Identity: From Financial Advisor to Unit Manager 💼

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The "Unit Manager Onboarding Program" is designed to transition high-performing sales professionals into effective leaders. Over the course of two intensive days, participants will undergo a transformation journey, beginning with a shift in identity from sales to leadership, emphasizing key mindset shifts and common pitfalls. Core responsibilities of a Unit Manager are defined, with an immersive role reflection activity. Participants will learn to navigate their daily to monthly...