Team Values Alignment Workshop

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Team Values Alignment Workshop

Inspired by a conversation on:

Barron's Advisor

Barron's Advisor

Stephanie Gularte: How Advisors Can Foster Loyalty on Their Teams

Host: Greg Bartalos

Timestamp: 00:07:08 - 00:09:01

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Feather Flow

Direct Quote

"Invite a conversation among the team of how are we doing on these 10 characteristics."

Market Gap

Teams struggle to align on core values and success metrics.

In many workplaces, teams often lack clarity on shared values and success metrics, leading to misalignment and disengagement. This is particularly common in industries like wealth management, where team dynamics are crucial for success but can be undermined by differing individual priorities. Without a clear understanding of what the team stands for, members may feel disconnected and less motivated. Current solutions often fall short, as they do not facilitate ongoing dialogue among team members about values and expectations. The absence of this dialogue can hinder team cohesion and productivity, ultimately impacting business outcomes.

Summary

A Team Values Alignment Workshop helps establish a shared understanding of team values and success metrics among team members. By facilitating discussions around what success looks like and identifying key characteristics of a healthy team, organizations can create a more cohesive and aligned working environment. This workshop could involve exercises to generate a heat map of values and establish measurable metrics for success, ensuring all team members have a voice in the process. As a service offering, this could be marketed to companies seeking to improve team dynamics, particularly in industries where collaboration and trust are essential.

Categorization

Business Model
Service
Target Founder
Subject Matter Expert
Difficulty
Medium
Time to Revenue
1-3 months
Initial Investment
$1,000-$10,000

Potential MRR (18-24 months)

Conservative
$2,000 - $5,000 MRR
Moderate (Most Likely)
$10,000 - $15,000 MRR
Optimistic
$20,000 - $30,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
8/10
Novelty
6/10
Feasibility
7/10
Market Potential
8/10
Evidence
7/10
Overall
7.2/10
Found on September 30, 2025 • Analyzed on September 30, 2025 3:29 PM

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