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: Leadership
Managing Your Practice in an Extremely Volatile Bear Market
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.
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… Read more »
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… Read more »
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… Read more »
Why Hire a Coach?
Advisor Teams can benefit from coaching.