Management Solutions, Inc. PO Box 417 Waddell, AZ 85355
Toll Free: 888-437-0390, Phone: 623-875-9020, Fax: 623-875-9021

rhoefner@mindspring.com

 

It's not what you do that counts... It's what you get done

 

Decision Making for Broker Managers

Make better decisions – faster

Region Sales Managers (Broker Managers) face daunting decisions every day, and they need to know how to consistently choose the best course of action without wasting time and resources. Making good decisions quickly, requires understanding and managing risk coupled with a solid decision-making system.   

Decision Making for Broker Managers powerfully demonstrates valuable decision making and risk management skills for anyone managing brokers. For example: let’s say your promotional funds are allocated on an accrual basis, but the account wants a lump sum payment - what do you do? Do you pay the lump sum and risk an overspend? Or, do you pass on the promotion? We’ll show you how to make the decision and manage the risk.

Here are a few of the topics covered in the session.

   ˃ Decision making techniques

·         Tee it up (T-Chart decision making)

·         Tee it up with points (T-Chart with points)

·         Weighted evaluation

·         Grid analysis

·         Cost benefit analysis

·         Decision tree

  ˃ The one question to ask about every decision

  ˃ When to make decisions and when not to make decisions

  ˃ The role planning makes in the decision process

  ˃ The three levels of decision making

  ˃ Promotional evaluation/decision tool

  ˃ Systematically determine the best course of action 

  ˃ Understand risk capacity

  ˃ Improve your risk tolerance

  ˃ Align risk management with overall objectives

  ˃ Integrate risk management into decision making

This session is designed for managers with at least three years of experience managing brokers. It is a four-hour stand-alone session that can be combined with other sessions to create a complete custom broker management training package.