In this new reality, financial advisors must build, lead, and manage their business through team dynamics.
Curtis and Rob masterfully lay out an easy approach to improving team performance. The book is complemented with real world examples. The team challenges at the end of each chapter compel the reader to act.
According to Brown and Knapp, “This book is a handbook on teaming that anyone contemplating forming a team or improving team performance should have in their repertoire of must- read books. Teams can be the Force Multiplier in delivering more than a basic commodity client experience.”
About the Authors
Curtis Brown is the Chief Executive Officer of Meritage Financial Solutions, an investment advisory firm dedicated to providing a high-quality, cost-effective retirement solution to financial institutions, advisors and their clients. He is also currently a consultant and practice management coach for Supernova Consulting Group…
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Helping high performers reach even higher is Rob Knapp’s lifelong calling and his ongoing passion.
Since starting Supernova Consulting LLC Rob’s team has improved the lives of over three million clients and over 3,500 Financial Advisors and CAs…