Details

Supernova Advisor Teams


Supernova Advisor Teams

A Pathway to Excellence
1. Aufl.

von: Curtis C. Brown, Robert D. Knapp

CHF 29.00

Verlag: Wiley
Format: PDF
Veröffentl.: 13.03.2018
ISBN/EAN: 9781119477921
Sprache: englisch
Anzahl Seiten: 240

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Beschreibungen

<p><b>Strengthen and unify your Financial Advisor Team</b></p> <p>Teams are the principle building blocks of the strategy of successful organizations. The focus of your organization may be on service, quality, cost, value, speed, efficiency, performance, or any other similar goals, but teams remain the central methodology of most organizations across sectors.</p> <p>Vertical teams and horizontal teams can transcend organizational silos and boundaries if properly focused and supported. Building collaborative teams can improve the client experience. In <i>Supernova Teams: Effective Team Strategies for Financial Advisors</i>, you’ll discover the macro rationale and justification for teams, as well as the micro benefits of team formation.</p> <p>•    Boost your team’s effectiveness</p> <p>•    Discover different leadership styles</p> <p>•    Write winning team vision statements</p> <p>•    Get familiar with communication strategies</p> <p>From on-boarding a new team member to finding effective ways to bolster the ones you already have, this book shows you how to turn any team into a cohesive, productive unit with like-minded goals.</p>
<p>Foreword vii</p> <p>Preface xi</p> <p>Acknowledgments xv</p> <p>Introduction: Why Form a Team? xvii</p> <p>Chapter 1 Stepping Outside of Your Comfort Zone 1</p> <p>Chapter 2 Distinct Types of Teams 11</p> <p>Chapter 3 Team Effectiveness 23</p> <p>Chapter 4 Leadership Styles/Leading the Team 33</p> <p>Chapter 5 Establishing a Vision, Mission Statement, Value Proposition, and Elevator Pitch 43</p> <p>Chapter 6 Operationalizing the Five Star Model 61</p> <p>Chapter 7 Team Collaboration 73</p> <p>Chapter 8 Shock Trauma Surgery Teams: A Compare and Contrast View 87</p> <p>Chapter 9 Team Contract and Agreement 99</p> <p>Chapter 10 The Key Drivers of Your Business, Forecasting Growth, and Building Your Business Plan 111</p> <p>Chapter 11 Recruiting, Hiring, and Retaining Good People 123</p> <p>Chapter 12 Onboarding and Mentoring a New Team Member 139</p> <p>Chapter 13 Team Dysfunction: The Elephant in the Room 149</p> <p>Chapter 14 The Leader/Manager Role in Building and Coaching Teams 161</p> <p>Chapter 15 Wealth Management in the Digital Age 173</p> <p>Chapter 16 Diverse Teams and Niche Markets 185</p> <p>Chapter 17 Team Summary 199</p> <p>Index 211</p>
<p><b>CURTIS C. BROWN, J<small>R</small>.</b> is a Practice Management consultant with Supernova Consulting. Previously, he spent 30 years with Merrill Lynch in a variety of leadership positions, including National Sales Manager, Regional Director, and Special Assistant to the Chairman and President. <p><b>ROBERT KNAPP</b> is the architect of the Supernova model he developed with a team of financial advisors and leaders at Merrill Lynch. He created Supernova Consulting Group, LLC. with the purpose of improving the client experience worldwide. Previously, he was Managing Director of Merrill Lynch where he worked for 34 years.
<p><b>PRAISE FOR SUPERNOVA ADVISOR TEAMS</b> <p>"The world of private wealth management has evolved from brokers operating alone to financial advisors practicing within a team. Teamwork can be powerful, but effective teamwork does not happen automatically. Curtis Brown and Rob Knapp have written a book that can help financial advisors put together superior teams. I knew both Curtis and Rob over several decades at Merrill Lynch. They were both highly effective leaders and innovators and their experience and wisdom are now being shared to help others grow professionally."<br> <b>—Winthrop Smith, Jr.</b>, former EVP, Merrill Lynch and Chairman of Merrill Lynch International; President, Sugarbush Resort <p>"I had the pleasure to work with Curtis Brown throughout my 20+ year career at Merrill Lynch. He is an innovative leader who has always looked for better ways for financial advisors and their teams to better serve their clients and as a result—grow their practices exponentially! <i>Supernova Advisor Teams</i> is not a compilation of ideas and theories. These are proven strategies that you can apply tomorrow to take your team to the next level of achievement and performance!"<br> <b>—Robert Dineen</b>, former SVP Private Client Merrill Lynch; and former President/CEO Lincoln Financial Network; Chairman of the Board Cetera Advisors <p><i>Supernova Advisor Teams</i> is designed to help financial advisory teams improve productivity and the overall client experience. The authors offer the information, strategies, and tactics needed to create teams that are more aligned. Once teams are aligned a commonality of direction emerges, and the individual energies are in harmony. Excellent teams have a shared vision as well as an understanding of how to complement each other's efforts. <p><i>Supernova Advisor Teams</i> is your extraordinary guide for building extraordinary teams.

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