Supernova Advisor Teams

Preface

Rob Knapp's first book, The Supernova Advisor, provided great practical concepts for productivity improvement ideas for financial advisors. Most of those concepts revolve around advisor team improvement strategies. This book focuses specifically on team effectiveness strategies. It answers the question, “How do we continue to help teams be more effective?” Many of the concepts have materialized because of our firsthand experiences coaching and leading teams for more than 37 years at a major investment firm, entrepreneurial pursuits, and coaching financial advisors at many firms across the country.

We want to build on the training learned in The Supernova Advisor and help current advisor teams develop the strategies and tactics to become more efficient. When team members go through the program together, what emerges is a consensus view as to how a team can improve productivity and deliver its value proposition and improve the client experience.

Throughout this book we are sharing experiences gained by seeing teams both succeed and face many roadblocks during their journey to success, and productivity improvement as well as learning to deliver a client experience that went beyond a basic commodity experience. Our firsthand knowledge came from coaching several hundred teams over the past several decades, coupled with years of corporate experience being involved with teams being assembled without thought given to team alignment, business plans, or strategy. We experienced ...