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… Read more »
Posts Categorized: Leadership
The Five Star Model: VP of Leadership
The Supernova Leadership Five Star Model equips a team to be more efficient and grow at an accelerated rate through accountability of their actions. The Supernova process assigns certain responsibilities to team members by making them “Vice Presidents” of an area and then holds them responsible for specific actions related to that area. Separation of duties increases the… Read more »
Five Star Model: VP of Marketing
The Supernova Leadership Five Star Model equips a team to be more efficient and grow at an accelerated rate through accountability of their actions. The Supernova process assigns certain responsibilities to team members by making them “Vice Presidents” of an area and then holds them responsible for specific actions related to that area. Separation of duties increases the… Read more »
Does Your Team Have an Updated Strategic Plan?
January is a good time to review and update your strategic plan for the new year. Most operations-related challenges can be addressed through an active strategic planning process. The Supernova Five Star model will help you in creating a strategic plan because it sets clear assignments, goals and measurement tools for each team member that will keep… Read more »
The Five Star Model: VP of Brand and Service
The role of VP of Brand/Service is a very important one. This person is responsible for brand consistency through: Monitoring Segmentation Rapid Response to client issues Overseeing the scheduling of 12-4-2 client appointments Compliance issues Your Brand is proactive client contact (12-4-2), rapid response to client’s issues and multi-generational planning. “It is very difficult to… Read more »
The Five Star Model: VP of Implementation
This week we will review the role of the VP of Implementation. What are the qualities of a good implementor? Reviews the plan and implements it. Acts as quality assurance leader by being able and willing to oversee the implementation of the team’s strategy consistently across the board for every client. Loves the investment process and typically has a CIMA certification. Here… Read more »