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Develop your own Dream Team
Good teamwork will multiply your encores.
Whether you're a member of a large team or a small team, the way you organize your activities will have a surprising impact on your results. This section of EncoreAdvisor.com gives you tips and tools for building and managing your team - even if it's only you and your assistant. Here you'll find sales assistant tips, team building activities, ideas for improving your service model and so much more.
Explore our team section by browsing the articles highlighted below.
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4 "Back to School" Lessons to Give Your Business a Boost this Fall
Rob Brown
The "back to school" season isn't just for kids and teachers. As a financial advisor, you should to make sure your practice is on track to finish the year strongly. Plus, you need to get your clients' attention focused on those financial planning issues they've put on the back burner. This is particularly true after the turbulent summer we witnessed in the financial markets. This coaching session contains 4 "back to school" lessons to give your business a boost this fall. . . . keep reading
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How to Use an Efficiency File to Improve Your Quarterly Reviews
Rob Brown
Many financial advisors take client meetings for granted. They allow the routine nature of these appointments to get in the way of timely preparation. Yet, well-orchestrated quarterly reviews remind your clients of your top notch service and strengthen your team and practice management approach. This coaching session reviews six simple steps to ensure successful reviews by truly 'teaming' with your assistant. The toolkit attached to this coaching session contains a sample agenda, client letters, a key findings sheet and an efficiency file checklist. . . . keep reading
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Eight Tips for Successful Meetings
Rob Brown
As a financial advisor you are almost by definition in a leadership role. Regardless of whether you work for an investment advisor, major firm, regional boutique, or independent broker-dealer, you are in charge of your own destiny. You are responsible for finding clients, managing clients and creating an efficient practice with various team members. This invariably means you are involved in many client and team meetings. This coaching session offers eight tips for making your meetings more successful. . . . keep reading
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Leadership Corner:Maximizing the Success of your Sales and Service Assistants
Rob Brown
So often we see great sales assistants leave our firms and we question why there is no loyalty left in today's corporate world. Could it be that we are partly responsible? How often do we hire service assistants without really thinking about who they will be working with and what the actual needs are? How often do we move an assistant from one advisor to the next without really talking to them; instead just reacting to the particular circumstance? This coaching session, from our leadership series, covers five critical themes for maximizing the success of your sales and service assistants. . . . keep reading
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Don't Forget to Thank Your Team
Rob Brown
A couple weeks ago, I shared a simple idea to thank your best clients for their business as summer vacation season gets under way. This is also a great time to thank your team members. This quick coaching session shares a few simple ideas. . . . keep reading
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Communication is Critical to Sales Assistant Success
Communication can make or break any relationship. As financial advisors we make great plans, develop prospecting and marketing strategies and then forget to share them with our assistants, the very people who can help us become more successful. This lack of communication is not intentional, it's typically completely subconscious. Yet communicating with your assistant, indeed your entire team, can boost your revenues at extraordinary rates. This coaching session provides several tips for improving the way you communicate with your assistant. . . . keep reading
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Leadership Corner:
Helping Your Advisors Develop Successful Teams
As the financial environment continues to deepen in complexity and as clients needs and objectives grow in intricacy, teaming is becoming even more important. There are many opportunities for your advisors to strengthen their practices through teaming, but they need your guidance. This article, part of our ongoing leadership series, reviews five steps that will help industry executives, managers and coaches assist their advisors as they attempt to build successful teams. . . . keep reading
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Quitting is Easy - How NOT to Quit
Jim Domanski
This coaching session takes a closer look at the phenomenon called quitting. It looks at why we quit and what we can do about it. Treat this article introspectively. Look at yourself and see if you have the tendency to give up. If so, resolve to change your behavior and watch what it does to your results. . . . keep reading
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Are your fees up 31% year-over-year?
Rob Brown
Cerulli Associates is a Boston-based research firm specializing in the financial services industry. A couple months ago they analyzed the value of using a coach or a consultant. This post shares a few of the results. . . . keep reading
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Does your office need a spring cleaning?
Rob Brown
Spring cleaning sounds both boring and obvious. Yet, when taken seriously, it can add to your productivity and help you take your business to new levels of success. This coaching session, inspired by the results of one of my clients, offers specific tips for getting better organized. Armed with these ideas, you'll be better equipped to less stressfully achieve your goals. . . . keep reading
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Attitude Matters: 7 Tips for Getting More Out of Each Day
Rob Brown
As a financial advisor, your attitude influences others. Walk into your office in an enthusiastic frame of mind and your staff will extend this feeling to your clients and prospects. Call your top clients while in a rotten mood and even your best ideas will be poorly received. You owe it to yourself and everyone around you to stay upbeat. This coaching session delivers 7 simple tips for reducing stress and getting more out of each day. . . . keep reading
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Every Successful Advisor Needs a Mentor
Rob Brown
Your work as a financial advisor is too important to go it completely alone. Whether you work independently or in an office filled with other producers, having a mentor can make a tremendous difference in both your level of accomplishment and your personal satisfaction. Whether you hire a coach or lean on a peer, you need someone to help you stay focused on the business of doing business. . . . keep reading
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23 Coaching Tips for Elite Advisors
I was recently asked to contribute an article to a White Paper being put together by Peter Lantos at Elite Advisor. Peter is graciously making an electronic version of this paper available to my clients and blog subscribers. Open this free coaching session and download 23 great ideas from top coaches like Bill Bachrach, Bill Good and Dan Sullivan. Enjoy! . . . keep reading
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Three Steps for Achieving Higher Profits in 2008 - Part 2 of 2
Rob Brown
Do you feel like you're putting in longer, more stressful hours with negligible bottom-line results? When you don't spend your time where it matters most, you're undercutting your profits. This coaching session is the second of a 2 part series in which we walk you through an exercise for increasing your profits in 2008. . . . keep reading
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5 Ways to Recognize Your Own Success
Rob Brown
Enter at least one paragraph of text here. Enter this text just like you were typing on a typewriter, or copy text from a word processor. If you have questions about entering text, move your mous . . . keep reading
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Three Steps for Achieving Higher Profits in 2008 - Part 1 of 2
Rob Brown
Do you feel like you're putting in longer, more stressful hours with negligible bottom-line results? When you don't spend your time where it matters most, you're undercutting your profits. This coaching session is the first of a 2 part series in which we walk you through an exercise for achieving higher profits in 2008. . . . keep reading
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| "Benefits to working with Rob Brown and EncoreAdvisor.com: vacation in Hawaii, 2 family vacations this year and a new car. Great tools to grow your practice."
Ron - CPA, CFP
RIA
Omaha
"I can't tell you how much insight I am getting from your website. Specifically, I like the fact that I can email questions and you respond so quickly."
AR
Wealth Advisor
Scotia McLeod
"Robb, I had to call. I just finished one of your Web Classes, it was AWESOME! You share practical ideas and then give step-by-step ideas on how to make it work. The ideas from this class alone are worth the price of membership. You need to raise your prices."
Greg - CPA/PFS, CFP
Wealth Manager
California
"Thanks to one simple idea, I have done more business in the last 8 days than I did over the 4 previous months."
Laura
Raymond James
Florida
"Over the past 12 months, my business is up more than 60%. Your ideas are now a regular part of my routine... Making the ideas actionable is key!”
Dennis
Morgan Stanley
Alabama
"I have found my one year membership to be one of the best business investments I have ever made. Your structure and content are marvelous."
John
Independent Rep
New York |
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