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

CURTIS C. BROWN, JR. is a Practice Management consultant with Supernova Consulting. Previously, he spent 30 years with Merrill Lynch in a variety of leadership positions, including National Sales Manager, Regional Director, and Special Assistant to the Chairman and President. ROBERT KNAPP is the architect of the Supernova model he developed with a team of financial advisors and leaders at Merrill Lynch. He created Supernova Consulting Group, LLC. with the purpose of improving the client experience worldwide. Previously, he was Managing Director of Merrill Lynch where he worked for 34 years.