Supernova Advisor teams : a pathway to excellence

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Published
Hoboken : Wiley, 2018.
Status
Available Online

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Format
Language
English
ISBN
9781119477921, 1119477921, 9781119477914, 1119477913

Notes

General Note
Includes index.
Bibliography
Includes bibliographical references.
Description
"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.
Description
"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.
Local note
O'Reilly,O'Reilly Online Learning: Academic/Public Library Edition

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Citations

APA Citation, 7th Edition (style guide)

Brown, C. C., & Knapp, R. (2018). Supernova Advisor teams: a pathway to excellence . Wiley.

Chicago / Turabian - Author Date Citation, 17th Edition (style guide)

Brown, Curtis C., 1951- and Rob Knapp. 2018. Supernova Advisor Teams: A Pathway to Excellence. Wiley.

Chicago / Turabian - Humanities (Notes and Bibliography) Citation, 17th Edition (style guide)

Brown, Curtis C., 1951- and Rob Knapp. Supernova Advisor Teams: A Pathway to Excellence Wiley, 2018.

MLA Citation, 9th Edition (style guide)

Brown, Curtis C., and Rob Knapp. Supernova Advisor Teams: A Pathway to Excellence Wiley, 2018.

Note! Citations contain only title, author, edition, publisher, and year published. Citations should be used as a guideline and should be double checked for accuracy. Citation formats are based on standards as of August 2021.

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Grouped Work ID
2a056d15-97c1-7e1e-cd58-6119d6accc99-eng
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Grouped Work ID2a056d15-97c1-7e1e-cd58-6119d6accc99-eng
Full titlesupernova advisor teams a pathway to excellence
Authorbrown curtis c
Grouping Categorybook
Last Update2024-10-08 10:55:34AM
Last Indexed2024-11-22 03:09:36AM

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5050 |a 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.
5058 |a 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).
5058 |a 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.
5058 |a 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.
5058 |a 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.
520 |a "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"--|c Provided by publisher.
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