Supernova Advisor Teams

Foreword

This book is about teams creating their “mojo” and becoming the best that they can be. The authors provide an easy road map or pathway for team success. If your team is challenged with performance or issues of dysfunction, this book has answers for you. Whether you are at the initial stages of forming your team, expanding your team, or looking to enhance the team's competencies, there is plenty to be gained by reading this book.

As we approach a new age of evolution in the financial services industry, old practice models are giving way to more dynamic and agile team‐based models to enhance productivity and performance. Curtis Brown and Rob Knapp were always innovative and creative throughout their leadership careers at Merrill Lynch. I have known them personally for more than 30 years and have seen them evolve their thought leadership over the past three‐and‐a‐half decades of industry experience. The age of the sole practice advisor is giving rise to advisor teams, which is a natural evolution for the industry.

The discussion of the Force Multiplier Effect provides thought leadership as to how a collaborative team model can amplify a team's capabilities. These strategies and tactics can ensure that teams can leverage strengths to counteract marketplace threats to their advisory business models.

Unlike many consultants, Brown's experience was shaped by training and skills developed managing and leading efforts for Merrill Lynch in Washington, DC; Michigan; New Jersey; ...