Build Team Culture with 1-On-1 Meetings

Jeremy Wells, PhD, EA
2 min readJun 24, 2020

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One-on-one meetings are critical.

Photo by Christina @ wocintechchat.com on Unsplash

No matter how large your organization is, you need to have weekly one-on-ones with your teammates and with your agents. And they need to be structured in such a way that allows the agent to actually have meaningful input.

Do your meetings mostly consist of dull, boring routine updates and announcements? Are you getting everyone together just to go over a list of things that happened since last week? Or are you actually opening up the floor for input?

Are your meetings actually producing a sharing of ideas and concerns? Or are you just standing at the podium, giving announcements and then adjourning the meeting without letting anyone have any input?

One-on-one meetings are critical, no matter how well you think you know your teammates, no matter how much time you spend out of work, hanging out together, having those one-on-ones within a business setting is still going to be critical.

And they need to be regular. They need to be weekly.

The point of a one-on-one with an agent is not to give that agent feedback. In fact, the point of a one-on-one has absolutely nothing to do with you communicating anything to the agent. The point of the one on one is for you to get information from the agent.

See, if you were just going to give a new list of leads, or give some feedback to an agent, you could send that in an email.

What’s different about a one-on-one is that the agent leads the one-on-one. Sure, you schedule it, but it’s up to the agent to lead it.

The agent always opens the one-on-one with their ideas, their thoughts, their concerns, their updates, their feedback on you, on the team, on the market.

So, I would challenge you to start holding one-on-ones with your agents. If you’re not already, weekly, to allow your agents to lead those one-on-ones, and see if that changes your perception of your agents, of the market, of your company.

See if you gain some valuable insight.

Thanks for reading! If you found this post useful, please share it with your social media communities! If you would like to discuss this or any other financial matters — including taxes, retirement, financial planning, or starting and running a business — schedule a FREE consultation with JWellsCFO.

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Jeremy Wells, PhD, EA
Jeremy Wells, PhD, EA

Written by Jeremy Wells, PhD, EA

💼 Helping independent knowledge workers build sellable businesses 🎙 Host JWellsCFO Show 🎙 Co-host @CPAAdvisoryShow 👨‍👩‍👧 Husband & father

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