Building Elite Advisor Teams
Building Elite Advisor Teams

Author: Elara Phoenix

Publisher: RWG Publishing

Published: 2024-09-25

Total Pages: 22

ISBN-13:

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In "Building Elite Advisor Teams: The Supernova Path," author Elara Phoenix draws on her extensive experience with LPL Financial and the Advisors Group to reveal the secrets behind creating and maintaining high-performing advisory teams. Through the lens of thousands of elite advisors, Phoenix uncovers the consistent ambition of top performers: to build, protect, and ultimately transfer a thriving business to a worthy heir. Discover the transformative power of the Supernova Moment, where elite Advisor Teams command premium valuations based on deep client goodwill. While not all advisors achieve this coveted status, their relentless pursuit of best practices and innovative strategies propels them forward. This book serves as a guide for aspiring and established advisors alike, providing actionable insights into the quest for excellence in the ever-evolving financial landscape.

One Mission
One Mission

Author: Chris Fussell

Publisher: Penguin

Published: 2017-06-13

Total Pages: 305

ISBN-13: 0735211361

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From the co-author of the New York Times bestseller Team of Teams, a practical guide for leaders looking to make their organizations more interconnected and unified in the midst of sudden change. Too often, companies end up with teams stuck in their own silos, pursuing goals and metrics in isolation. Their traditional autocratic structures create stability, scalability, and predictability -- but in a world that demands rapid adaptation to a new reality, this traditional model simply doesn’t work. In Team of Teams, retired four-star General Stanley McChrystal and former Navy SEAL Chris Fussell made the case for a new organizational model combining the agility, adaptability, and cohesion of a small team with the power and resources of a giant organization. Now, in One Mission, Fussell channels all his experiences, both military and corporate, into powerful strategies for unifying isolated and distrustful teams. This practical guide will help leaders in any field implement the Team of Teams approach to tear down their silos improve collaboration, and avoid turf wars. By committing to one higher mission, organizations develop an overall capability that far exceeds the sum of their parts. From Silicon Valley software giant Intuit to a government agency on the plains of Oklahoma, organizations have used Fussell’s methods to unite their people around a single compelling vision, resulting in superior performance. One Mission will help you follow their example to a more agile and resilient future.

Seven Figure Firm
Seven Figure Firm

Author: Erin Botsford

Publisher:

Published: 2024-05-21

Total Pages: 0

ISBN-13: 9781632998361

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Turn Your Financial Services Practice Into a Growing Business New Systems. In Seven Figure Firm, author Erin Botsford gives you a proven, straightforward, and effective method for building a business that grows itself. She teaches you how to rethink how you go about establishing a business. Proven Strategies. Botsford, an experienced financial advisor and business owner, will show you how to- -Develop Effective Prospecting and Marketing Methods -Create Your Brand -Recruit and Build a Team -Use Systems and Processes to Create Raving Fans -Win Over Clients with Psychology and Personal Discipline Better Mindset. By learning from Botsford's experience and following her in-depth process, you will have a solid path to a successful seven-figure firm.

You've Been Framed
You've Been Framed

Author: Ray Sclafani

Publisher: John Wiley & Sons

Published: 2015-10-14

Total Pages: 278

ISBN-13: 1119062012

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Reframe "wealth management" to achieve sustainable success in financial services You've Been Framed™ is a step-by-step guide for achieving ultimate profitability and sustainability for your financial advisory firm. Whether you're a savvy entrepreneur ready to dominate your competitors, or a more experienced advisor moving toward selling your practice, this guide will help you proactively reframe your business. You'll learn how to grow your pipeline of prospects, win the next generation of clients, and deepen your business so it can thrive without you—leaving you free to pursue what matters to you. Build your business on a holistic foundation of wealth management and assemble the team that will take you to the top as you develop a whole new perspective from which to offer your services. Transform your role from "directive advisor" to "trusted advocate." Completely shift the paradigm, and make yourself the de facto solution to your clients' wealth management issues. Whether it's the firm with which you're affiliated or the types of products and services you offer, you've been "framed." As a wealth management advisor, your clients have little understanding of what you do or why you do it. Even your team may have the wrong idea. This book helps you clarify and demonstrate the value of your knowledge and skills, so you can frame your work on your own terms. Build and showcase your enterprise value Renew client relationships and attract new demographics Become a leader with proven team-building tools Shift your role from advisor to advocate If you haven't effectively led discussions to co-create what your business stands for—and what differentiates it from competitors—you're losing talent, prospects, and business. You've Been Framed™ gives you the perspective you need to thrive in the new financial environment, and achieve sustainable success.

Structural Alpha
Structural Alpha

Author: Sal Tiano

Publisher: Forbesbooks

Published: 2019-08-20

Total Pages: 0

ISBN-13: 9781946633606

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In Structural Alpha, author Sal Tiano identifies a set of principles that have been, and continue to be, instrumental in his success as a wealth manager, and presents actionable tips on how to grow your own elite wealth management business based on his concept of "structural alpha" that he has developed over the years. Providing concrete steps you can take within your own business, Structural Alpha will help you learn how to systematically acquire and maintain high net worth clients, as well as build and manage a team around you.

Debugging Teams
Debugging Teams

Author: Brian W. Fitzpatrick

Publisher: "O'Reilly Media, Inc."

Published: 2015-10-13

Total Pages: 190

ISBN-13: 1491932511

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In the course of their 20+-year engineering careers, authors Brian Fitzpatrick and Ben Collins-Sussman have picked up a treasure trove of wisdom and anecdotes about how successful teams work together. Their conclusion? Even among people who have spent decades learning the technical side of their jobs, most haven’t really focused on the human component. Learning to collaborate is just as important to success. If you invest in the "soft skills" of your job, you can have a much greater impact for the same amount of effort. The authors share their insights on how to lead a team effectively, navigate an organization, and build a healthy relationship with the users of your software. This is valuable information from two respected software engineers whose popular series of talks—including "Working with Poisonous People"—has attracted hundreds of thousands of followers.

Team of Teams
Team of Teams

Author: Gen. Stanley McChrystal

Publisher: Penguin

Published: 2015-05-12

Total Pages: 304

ISBN-13: 0698178513

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From the New York Times bestselling author of My Share of the Task and Leaders, a manual for leaders looking to make their teams more adaptable, agile, and unified in the midst of change. When General Stanley McChrystal took command of the Joint Special Operations Task Force in 2004, he quickly realized that conventional military tactics were failing. Al Qaeda in Iraq was a decentralized network that could move quickly, strike ruthlessly, then seemingly vanish into the local population. The allied forces had a huge advantage in numbers, equipment, and training—but none of that seemed to matter. To defeat Al Qaeda, they would have to combine the power of the world’s mightiest military with the agility of the world’s most fearsome terrorist network. They would have to become a "team of teams"—faster, flatter, and more flexible than ever. In Team of Teams, McChrystal and his colleagues show how the challenges they faced in Iraq can be rel­evant to countless businesses, nonprofits, and or­ganizations today. In periods of unprecedented crisis, leaders need practical management practices that can scale to thousands of people—and fast. By giving small groups the freedom to experiment and share what they learn across the entire organiza­tion, teams can respond more quickly, communicate more freely, and make better and faster decisions. Drawing on compelling examples—from NASA to hospital emergency rooms—Team of Teams makes the case for merging the power of a large corporation with the agility of a small team to transform any organization.

The Million-dollar Financial Advisor
The Million-dollar Financial Advisor

Author: David J. Mullen (Jr.)

Publisher: AMACOM Div American Mgmt Assn

Published: 2010

Total Pages: 290

ISBN-13: 0814414729

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The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.

The Million-dollar Financial Services Practice
The Million-dollar Financial Services Practice

Author: David J. Mullen (Jr.)

Publisher: Amacom

Published: 2013

Total Pages: 354

ISBN-13: 0814431739

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Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. You'll also gain insight into practical areas often overlooked by other industry guides, including how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today's financial service professionals become top producers.

The Million-Dollar Financial Advisor Team
The Million-Dollar Financial Advisor Team

Author: David J. Mullen, Jr.

Publisher: AMACOM

Published: 2018-08-21

Total Pages: 305

ISBN-13: 0814439217

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Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you: how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions.