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 »
Posts Categorized: Library
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… 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.
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… Read more »
Generating Introductions Audio
Rob Knapp interviews Bill Cates, author of the Referral Minute Newsletter.
Bill has revolutionized the way financial professionals generate an abundance of high-quality referrals. You can visit him at http://www.referralcoach.com