Blog

Letting Go: Radical Delegation

By Rob Knapp If we’re lucky enough to be well-parented (and I was), we’ll often enter adulthood carrying great gifts. We may or may not be consciously aware of them. We may not realize their  importance until much later. When you are subject to optimal parenting there are all manner of useful gifts and lessons deposited…

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Mastermind Your Practice

Are you thinking about creating or joining a Mastermind Group? There’s no better referral source than a Mastermind Group because all of your introductions will be high-quality and the probability of closing them is going to be dramatically higher. These referrals are going to be a great fit because the members of this group know…

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A Leader’s Role in Building and Coaching Teams

Teamwork makes the dream work, but a vision becomes a nightmare when the leader has a big dream and a bad team. —John C. Maxwell It’s our belief that managers are an undervalued resource; they’re the unsung heroes–they move advisors toward a vision for success as well as helping them with their development. The manager…

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What are the “Pain Points” in Your Niche Marketing Strategy?

By Curtis Brown Focus your prospecting efforts on specific niche markets to acquire more clients. Do you want to master 20 different markets or just a few? You can’t be an expert in everything nor can you be all things to all people. You may have started in the business accepting any client that was…

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What do Financial Advisor Teams Have in Common with Trauma Surgery Teams?

  Imagine it's 2:30 in the morning. You are a trauma surgeon trying to save the life of an accident victim with multiple gunshot wounds. Your team is ready to go. The airways are checked. Breathing is checked. The circulatory system is stabilized. The life of that patient relies on you and your team working…

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Why Hire a Coach?

Advisor Teams can benefit from coaching.

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Delivering a WOW Client Experience

Curtis Brown Retaining clients and doing a “deeper dive” to examine clients’ goals, problems, and overall financial needs and concerns is an area that teams can excel at providing. Teams have a leg up on sole practitioners because of the perceived value that the client is getting more than one person serving their needs.  This…

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Why Form a Team?

By Curtis Brown, Vice President, Supernova Coaching The age of the sole practitioner advisor is giving way to team-based advisors for many reasons. There are too many products and services for a sole practitioner to be an expert on all of them. The price compression in the industry requires gathering and managing larger numbers of…

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American Greed and How to Prevent the Next Bernie Madoff

Ponzi Schemes have been around since man first exchanged money for services. There are hundreds of Ponzi Schemes going on as we speak. There are over 50 that are exposed each year, with over 150 exposed in the wake of the Great Recession. Some are pure scams, while others are somewhat market dependent. Some start…

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What to Say to Clients that Overspend

We have all had to face this difficult situation with a client. You discover that they are clearly spending well beyond their budget. They have no apparent means of replenishing their principle, but they continue to spend in spite of your advice. What do you do? When I would visit an office in my District,…

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Have You Ever Encouraged a Client to Spend More Money?

  Giving your clients permission to spend more money is one of the greatest gifts you can give them! Most successful people grew up working hard and saving money. That, probably, is why they are rich now. When you do a cash flow analysis as part of this client's financial plan, you quickly realize that…

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