How can we as financial advisors demonstrate leadership to our teammates and clients during a crises? What about setting goals and stick to them in chaos? How can the five star model help teammates collaborate, measuring performance? Rob Knapp and Curtis Brown discuss these issues and more.
Posts Categorized: Blog
Bear Markets are naturally occurring events. This creates a tremendous opportunity to develop our leadership skills so we can be there to support each other and your clients. Rob Knapp explains the process to stay healthy while growing your practice in difficult markets.
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… Read more »
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… Read more »
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… Read more »
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… Read more »