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. Curtis has held the position of President and COO of EQIS, an early-stage, cloud-based, software-as-a-service asset management technology platform. He has been a consultant to financial advisors and managers of major investment firms. Curtis spent over thirty years with the investment firm of Merrill Lynch in a variety of leadership positions, including Managing Director, National Sales Manager, Regional Managing Director, and Special Assistant to the Chairman and President.
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.
In a 34-year career at Merrill Lynch, Rob was widely recognized as an innovator and, occasionally, an iconoclast. He put the long-term development of his teams ahead of short-term gains, and those people are now some of the most successful leaders in the company. His former managers are consistently recognized for their accomplishments in developing teams, serving clients, and generating revenue.
Rob is a true servant/leader, and his commitment to the practice is at the center of the Supernova Consulting Group. All net profits generated by the Supernova Consulting Group will be used to fund scholarships and internships for deserving college students. These Knapp Scholars will receive instruction, training, and experiences on the trans-formative potential of capitalistic success. The goal is to develop a new generation of leaders whose core values include integrity, creativity, character, physical health, and service to others.
Specialties: Consulting with Financial Services firms in their transformation from brokerage firms to client centered consulting and advisory firms. Coaching Management teams and Financial Advisors as they reduce clutter, focus their practices and raise their productivity. We help grow the business by focusing on what matters most vs what matters least, to “Play to Win” vs playing not to lose…
Supernova Consulting Group trains financial professionals to deliver a better client experience, grow their practices and bring balance into their lives. As a consultant and coach, Curtis consults with financial services firms to transform from brokerage firms to client-centered consulting and advisory firms, coach management teams and financial advisors to streamline their businesses, focus their practices and and raise their productivity. The Supernova Excellence Program is an intensive 12-week coaching program for motivated financial advisors.
Curtis has authored articles that appear on the Supernova website including, “Five Keys to Stepping Outside Your Comfort Zone” (September 2013) and “It’s About the Client Expertise: Ten Reasons to Embrace Supernova” (May 2013).