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Strengthen and unify your Financial Advisor Team


Teams are the principle building blocks of the strategy of successful organizations. The focus of your organization may be on service, quality, cost, value, speed, efficiency, performance, or any other similar goals, but teams remain the central methodology of most organizations across sectors.


Vertical teams and horizontal teams can transcend organizational silos and boundaries if properly focused and supported. Building collaborative teams can improve the client experience. In Supernova Teams: Effective Team Strategies for Financial Advisors, you'll discover the macro rationale and justification for teams, as well as the micro benefits of team formation.


* Boost your team's effectiveness


* Discover different leadership styles


* Write winning team vision statements


* Get familiar with communication strategies


From on-boarding a new team member to finding effective ways to bolster the ones you already have, this book shows you how to turn any team into a cohesive, productive unit with like-minded goals.

Supernova Advisor Teams - A Pathway to Excellence

Foreword vii





Preface xi





Acknowledgments xv





Introduction: Why Form a Team? xvii





Chapter 1 Stepping Outside of Your Comfort Zone 1





Chapter 2 Distinct Types of Teams 11





Chapter 3 Team Effectiveness 23





Chapter 4 Leadership Styles/Leading the Team 33





Chapter 5 Establishing a Vision, Mission Statement, Value Proposition, and Elevator Pitch 43





Chapter 6 Operationalizing the Five Star Model 61





Chapter 7 Team Collaboration 73





Chapter 8 Shock Trauma Surgery Teams: A Compare and Contrast View 87





Chapter 9 Team Contract and Agreement 99





Chapter 10 The Key Drivers of Your Business, Forecasting Growth, and Building Your Business Plan 111





Chapter 11 Recruiting, Hiring, and Retaining Good People 123





Chapter 12 Onboarding and Mentoring a New Team Member 139





Chapter 13 Team Dysfunction: The Elephant in the Room 149





Chapter 14 The Leader/Manager Role in Building and Coaching Teams 161





Chapter 15 Wealth Management in the Digital Age 173





Chapter 16 Diverse Teams and Niche Markets 185





Chapter 17 Team Summary 199





Index 211