Supernova Advisor Teams

Name: Supernova Advisor Teams | A Pathway to Excellence
Brand: Wiley-ISTE
Price: 24.99 EUR
Availability: OnlineOnly

A Pathway to Excellence

Curtis C. Brown Robert D. Knapp(Autor*in)

Wiley-ISTE (Verlag)

1. Auflage

Erschienen am 13. März 2018

240 Seiten

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978-1-119-47792-1 (ISBN)

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Beschreibung

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Inhalt

Cover
Title Page
Copyright
Contents
Foreword
Preface
Acknowledgments
Introduction: Why Form a Team?
Price Compression
The Dilemma I Faced
Lessons Learned
Note
Chapter 1: Stepping Outside of Your Comfort Zone
Stretching Beyond Your Comfort Zone
Characteristics of Successful Teams
Notes
Chapter 2: Distinct Types of Teams
The Client Experience: More About Your Team Differentiation
Who Does What?
Other Types of Teams
Which Team Structure Do You Need? A, B, C, D, or E?
The Evolution of Team Business Models
Notes
Chapter 3: Team Effectiveness
Bringing Your Team Closer Together
SWOT Analysis
Note
Chapter 4: Leadership Styles/Leading the Team
The Leaderless Team
Leadership Profile
Notes
Chapter 5: Establishing a Vision, Mission Statement, Value Proposition, and Elevator Pitch
Mission Statement
Value Proposition
The 30-Second Elevator Pitch: A Supplement to Your Value Proposition
Introduction and Explanation of What You Do
The Problem(s) You Solve
Open the Door and Invite Them In
Communication
The Short Team Huddle - 10 Minutes in Length
Team Performance Review (30 Minutes)
Team Strategy Retreat (One Half-day Away from the Office)
Team Training Meetings
Practice, Drill, and Rehearse
After the Client/Prospect Meeting Is Over
Notes
Chapter 6: Operationalizing the Five Star Model
Avoid the Leaderless Team
Who Is Going to Gain Competitive Advantage and Increase the Share of the Client's Wallet?
Tools to Help Operationalize: Technology, Training, and the Human Touch
Chapter 7: Team Collaboration
Collaboration and Team Growth
Collaboration with Clients' Other Advisors
The Force Multiplier Effect
A Team Perspective from a Naval Aviator
Other Elements of a Team Force Multiplier
Note
Chapter 8: Shock Trauma Surgery Teams: A Compare and Contrast View
Evolution of the Contemporary Workplace
Activities of Effective Team Leaders
Delegation of Duties and Responsibilities
Summary
Notes
Chapter 9: Team Contract and Agreement
Compensation and Team Splits
Delegation of Duties and Responsibilities and the Decision-making Process
Provisions in the Event of a Team Breakup
Provisions for Onboarding a Family Member
Provisions for the Retirement of a Team Member
Provision for the Sharing of Team Expenses and Budget Overruns
Provision for the Resolution of Conflicts: Who's the Final Arbitrator?
How Will Team Decisions Be Made?
What Does It Take for a Team Member to Reach Parity in Managing Uneven Revenue Splits
Chapter 10: The Key Drivers of Your Business, Forecasting Growth, and Building Your Business Plan
Stair Steps to the Stars
What Is Your Time and Billable Hours?
Outline for a Team Business Plan and Strategy Meeting
Note
Chapter 11: Recruiting, Hiring, and Retaining Good People
A Commitment to Excellence Versus Accepting Mediocrity
Sourcing the Candidate
Identify Your Best Candidates
Take Time to Really Interview
Check References
Time for Dinner
Onboarding
Begin Coaching Immediately
Firing (Otherwise Counseling Out of the Role)
Boston Massacre
Is This an Irreconcilable Difference?
The Difficult Decision
Now That You're at the Point of Termination
Notes
Chapter 12: Onboarding and Mentoring a New Team Member
Communication Is Critical: Don't Rush the Process
Let Your Candidate Ask Questions
Checklist for Onboarding a New Team Member
Note
Chapter 13: Team Dysfunction: The Elephant in the Room
Avoidance of Groupthink
Frequency of Client Communication
Note
Chapter 14: The Leader/Manager Role in Building and Coaching Teams
Outcomes
Notes
Chapter 15: Wealth Management in the Digital Age
Some History
What About the Teams?
Technology/Digital Capabilities
Rise of Team-Based Advisors
Emergence of Nontraditional Competitors
Outsourcing and Open Architecture
Differentiation and Applied Intelligence
Mass Commoditization of Products and Research
Pursuit of Multiple Channels of Business Development
Rising Customer Expectations Due to the Internet
Data Mining
An Expanding Wealth Management Market
Artificial Intelligence
Notes
Chapter 16: Diverse Teams and Niche Markets
Insight from a Diversity Expert
Women as a High-growth Market
The Wisdom Case
Diversity Can Be a Competitive Differentiator
A Collaborative Case
People Development Is Key
Narrow Your Focus: Become a Big Fish in a Small Pond
Notes
Chapter 17: Team Summary
Key Issues Impacting a Team's Success
The Message
Memorable Points
Notes
Index
EULA

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