Specific to the insurance industry, even the most established, successful and progressive agency leaders note that their management and advisor representation doesn’t match the marketplace and work needs to be done.
Today’s talent and clients expect modern workspaces, inclusive work cultures, and progressive work practices. Implementing successful space change is one way to enhance an agency’s work culture and attract the next generation of advisors and clients.
Thanks to Bonnie Godsman, Daralee Barbera, Kari Stringfellow and the entire GAMA International team for inviting me to present ‘Refreshing Today’s Workplaces: The Time is Now’ at their January 31, 2018 Executive Leadership Cabinet.
Treating a space change or relocation as a one-time event is a missed opportunity. In this ‘snapshot report,’ FlexPaths focuses on the criticality of viewing workspace change/ relocation as part of a broader process that must include change management and mastering new workstyles. When leaders value this interconnectedness, a move becomes a transformative experience yielding bigger, longer-lasting business benefits.
As the financial services/insurance industry faces unprecedented changes and prepares itself to compete for customers and talent, there are a number of considerations that must be addressed to ensure that agencies are prepared for this momentous shift.
By Fiona Cuddy - Associate Vice-President, Managing General Agency Partnerships at Canada Life
It’s no secret that major change is happening across the financial services industry. Consumers’ needs are evolving, and advisors are working differently. To keep pace and ensure future success, companies should consider redesigning their fnancial centres into more inviting, contemporary spaces where advisors are proud to meet with clients — either in person or digitally.
Are companies prepared for today’s cross generational workforce and their work expectations? Are they poised to flex their work environments, work styles and work cultures? What are the driving forces, how are companies coping, what the perceptions and how do we move to practical solutions?