Strengthen and unify your Financial Advisor Team 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. 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 Supernova Teams: Effective Team Strategies for Financial Advisors, you’ll discover the macro rationale and justification for teams, as well as the micro benefits of team formation. • Boost your team’s effectiveness • Discover different leadership styles • Write winning team vision statements • Get familiar with communication strategies 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.
The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch—under the leadership of author Rob Knapp—it has grown increasingly popular within the financial services industry. The Supernova Advisor skillfully outlines this proven model and reveals how it can be used to create an exceptional experience for your clients, while significantly growing your business.
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.
Strengthen and unify your Financial Advisor Team 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. 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 Supernova Teams: Effective Team Strategies for Financial Advisors, you’ll discover the macro rationale and justification for teams, as well as the micro benefits of team formation. • Boost your team’s effectiveness • Discover different leadership styles • Write winning team vision statements • Get familiar with communication strategies 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.
Take your Supernova practice to even greater heights of performance and profitability The Supernova Multiplier provides expert guidance to the revolutionary wealth management model that has transformed the lives and businesses of financial professionals worldwide. The innovative Supernova method enables financial advisors to rapidly grow their business, efficiently manage time, and maximize client satisfaction. The Five Stars of the Supernova model—Segmentation, Organization, Planning, Acquisition, and Leadership—provide financial advisors with the tools and knowledge to propel their practices to new heights of performance. The acknowledged pioneer of the Supernova model, author Rob Knapp offers in-depth examination of every aspect of the Supernova model, from client experience to leadership development. This invaluable resource addresses significant issues facing disciples of the model, including areas of chronic underperformance, and delivers proven solutions that financial advisors can integrate into their practices. Detailed coverage of core elements, such as the Rule of Reciprocity, Gap Analysis and the Five Star Model, promotes critical analysis of advisor performance and builds the foundation for precise alignment to the essential Supernova principles. This indispensable book empowers current and prospective Supernova practitioners to: Build and optimize an efficient and profitable Supernova advisory practice Structure your practice around high-value activities that increase revenue and grow your business Maintain a predictable schedule of meaningful client contact Develop and implement proactive planning strategies with your team and client base. The Supernova model is not complex, but requires sustained and disciplined effort to achieve best results. The Supernova Multiplier: 7 Strategies for Financial Advisors to Grow Their Practices is the key to unlocking remarkable results and sustained achievement in advisory practices across the financial management industry that will differentiate you and your practice from the ordinary into the extraordinary.
Boost creativity and beat burnout with this go-to guide for creative entrepreneurs! Longevity is crucial for entrepreneurial success, and burnout is very real. Having a vision is the first step, but how do you follow it through to execution? How do you bring your dream to life while sustaining your creativity, enhancing productivity, and balancing your well-being? Creative entrepreneur Nova Lorraine discovered the keys to overcome burnout and bridge the gap between creativity and entrepreneurship—and wrote this book to help others do the same. From her first paper route, to launching a fashion brand, to now running a multimedia company, Nova has been on the road of entrepreneurship her whole life. In this go-to guide for creative entrepreneurs, she offers action steps to help you identify your inner strength, your supernova, and unleash it to achieve your dreams. Topics include: Identifying your creative DNA Five lessons a paper route can teach you Overcoming the challenges of entrepreneurship How to stay inspired as a creative entrepreneur And so much more! Whether you are thinking of pivoting to entrepreneurship or are already on the journey, this book is for you.
A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client.
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.
“Confessions of a Wall Street Warrior” by Curtis C. Brown, Jr. shares a riveting journey through the twists of finance. From a midnight dilemma in Indonesia to meaningful childhood lessons as an Army brat, Brown imparts valuable life wisdom. Across 14 impactful lessons, he promotes self-preservation, thankfulness, ethical decisions, relationship building, goal setting, and planning for the unexpected. This engaging story goes beyond finance, offering universal insights on resilience and honesty. Brown’s captivating storytelling forms an easy-to-follow guide for tackling life’s hurdles, making this memoir a must-read for those in search of inspiration and success strategies.
ghSMART, the bestselling team behind Who: The A Method for Hiring, returns with a breakthrough formula for how the best leaders and teams deliver results. “ghSMART is the world’s top firm for helping leaders hire talented teams and run them at full power. Nothing is more important.”—Marshall Goldsmith, bestselling author of Mojo and What Got You Here Won’t Get You There “The most useful book about leadership.” That is what we hope you and your team will say after finishing Power Score. Is your team running at full power? Only 10 percent of leaders run their teams at full power. The formula you are about to learn is based on the most extensive research of its kind, spanning more than 15,000 careers with over 9 million data points. The idea has been battle-tested for more than two decades by leaders in every major industry. It works. Successful leadership starts with three key questions: 1. Priorities—Do we have the right priorities? (Only 24 percent of leaders do.) 2. Who—Do we have the right people on the team? (Only 14 percent of leaders do.) 3. Relationships—Do we have the right relationships that deliver results? (Only 47 percent of leaders do.) Learn how to calculate your team’s Power Score, and how to improve each of the three key areas of leadership. Learn what to do, and what not do, from compelling statistics and inspiring stories of those leaders who have succeeded and those who have failed. You may be surprised how easy it is to read this little book. And you may be even more surprised by how fast this approach will boost your team’s results. When you dial up your team’s Power Score, you will make a greater impact as a leader, help your team earn more money for your cause (whatever your cause may be), and enjoy greater career success. Praise for Power Score “Shaking distrust out of an organization is hard. But the payoff is immense. Bravo to Smart, Street and Foster for sharing their ideas about how to make that happen.”—Forbes “[Power Score] offers insights on improving in each dimension and inspiration. It’s written briskly, in a question-and-answer format that keeps ideas clear and concise. The book’s a winner and maybe you will be too if you try its approach.”—The Globe and Mail “The power score is the secret sauce that gives the group the information needed to fix problems. The authors provide plenty of guidance presented in an accessible Q&A format.”—Success “I wouldn’t be surprised if Power Score became the new go-to guide for leadership. Effective teams are key in everything from healthcare to business to government to nonprofits, and this book will help organizations change the conversation about getting results.”—Atul Gawande, New York Times bestselling author of Being Mortal and The Checklist Manifesto “Smart, Street, and Foster have turned more than twenty years of research on leadership into a practical, systematic approach for getting results.”—Frederick W. Smith, chairman and chief executive officer of FedEx Corporation “My entire team applied the principles of Power Score and has enjoyed explosive growth as a result. Even better, I am having more fun as a leader than ever before.”—Jeff Booth, chief executive officer and founder of BuildDirect
