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Author Brown, Curtis C., 1951- author.

Title Supernova Advisor teams : a pathway to excellence / Curtis C. Brown, Jr., Robert D. Knapp. [O'Reilly electronic resource]

Publication Info. Hoboken : Wiley, 2018.
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Description 1 online resource
Note Includes index.
Summary "Strengthen and unify your finance 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, youll discover the macro rationale and justification for teams, as well as the micro benefits of team formation. Boost your teams 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"-- Provided by publisher.
"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"-- Provided by publisher.
Contents 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 TogetherSWOT 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 â#x80;#x93; 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 Clientâ#x80;#x99;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 MultiplierNote; 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.
Bibliography Includes bibliographical references.
Subject Teams in the workplace.
Équipes de travail.
Teams in the workplace
Added Author Knapp, Rob, 1946- author.
Other Form: Print version: Brown, Curtis C., 1951- Supernova teams. Hoboken : Wiley, 2018 9781119477457 (DLC) 2017057781
ISBN 9781119477921 (pdf)
1119477921
9781119477914 (epub)
1119477913
(hardback)
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