Supernova Advisor Teams

The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch—under the leadership of author Rob Knapp—it has grown increasingly popular within the financial services industry. The Supernova Advisor skillfully outlines this proven model and reveals how it can be used to create an exceptional experience for your clients, while significantly growing your business.

Dr. Brewer presents a complete guide to international virtual team communication with the most up-to-date research developments in the engineering workplace on a global scale, and a problem-solving approach to using and communicating in virtual teams. Presents guidelines heavily based on empirical data Application of virtual team communication guidelines to the field of engineering Provides strategies and sample projects for teaching

Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the transparency, hands-on interaction, and around-the-clock access today's clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practice—they are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. This guide provides a clear vision of the future of financial services, and an indispensable management framework for maximizing your firm's future value. Advisors are increasingly confused about what clients are seeking, and clients are equally confused about what advisory firms offer that alternatives cannot. This book helps clear the air on both sides by examining the client's perspective of financial services, and helping advisors better communicate their strengths. Articulate the value of your services Leverage new technology to complement your practice Capitalize on opportunities and maximize your firm's value Position your firm to benefit from the changing consumer population Financial advisors can only grow their businesses if clients know what they do, know how to hire them, and can access them affordably. The Essential Advisor shows you to bring your firm into the future successfully.

"The Age Wave of retiring baby boomers is creating a seismic bonanza for financial advisors–if they can provide the kinds of creative and flexible strategies their clients will be wanting and needing. Steve Gresham provides the solid, imaginative, yet practical guidance needed to build winning strategies to meet the needs of a new generation of investors. I have long respected his work and heartily recommend this book." –Ken Dychtwald, PhD, founder and CEO, Age Wave, and author of Age Wave, Age Power,The Power Years, and Workforce Crisis «Steve Gresham showed us in The Managed Account Handbook that the basics to asuccessful advisor do not differ from one country to another. In this book, he is expanding his horizon with his extensive experiences to further help you to develop the skills for building a devoted client base. This is the must-read book for all who want to succeed in the financial advisory industry.» –Toshiya ShimizuPresident and CEO, Nikko Cordial Advisors Ltd. «For thirty years, advisors have been using wealth accumulation as their main sales weapon. With the boomers entering retirement, all that's out the window. Now the imperatives are income distribution, planning–making sure the investor does not run out of money. In Steve's newest book, he does an excellent job of walking advisors through this change and showing them how to alter their practices to not only survive but thrive. This is a must-read for any advisor who still wants to be in the business in ten years.» –Len Reinhartfounder and President, Lockwood Advisors? «For over thirty years, I have sought advice from industry experts who can help me grow and optimize my practice. Steve Gresham's advice is always of interest to me–he is always right there on the cutting edge.» –John Rafal, President, Essex Financial ServicesRegistered Rep.'s Top 50 Financial Advisor for 2006 and Barron's Top 100 Financial Advisor «A good coach can help even the best players reach their potential. As a financial advisor, you coach successful families to tackle life's challenges and achieve their goals. Steve Gresham can help–he has the tactics to help you build a winning team.» –Mike KrzyzewskiHead Coach, Duke University Basketball and the 2006 U.S. National Team

Set your virtual team on a path to success In the global marketplace, people can work practically anywhere and anytime. Virtual teams cut across the boundaries of time, space, culture, and sometimes even organizations. Rising costs, global locations, and advances in technology are top reasons why virtual teams have increased by 800 percent over the past 5 years. Packed with solid advice, interviews and case studies from well-known companies who are already using virtual teams in their business model and their lessons learned, Virtual Teams For Dummies provides rock-solid guidance on the essentials for building, leading, and sustaining a highly productive virtual workforce. It helps executives understand key support strategies that lead virtual teams to success and provides practical information and tools to help leaders and their teams bridge the communication gaps created by geographical separation—and achieve peak performance. Includes research findings based on a year-long study on the effectiveness of virtual teams Mindset and skill shift for managers from old school traditional team management to virtual team management Covers the communication and relationship strategies for virtual teams Examines how the frequency of in-person meetings affects a remote team’s success Written by an award-winning leadership expert, this book is your one-stop resource on creating and sustaining a successful virtual team.

Empower your virtual and remote teams with this comprehensive and timely new resource   Power Teams Beyond Borders: How to Work Remotely and Build Powerful Virtual Teams  shows readers how to unlock the potential of their remote and online teams. Full of actionable advice and concrete strategies, celebrated consultant and author Peter Ivanov offers virtual leaders practical guidance on how to create and sustain online engagement across multiple time zones and cultures.  The book includes step-by-step advice on areas like:  How to build trust and clarity without meeting in person How to establish structure in communications and avoid confusion How to make the most of your team members’ unique talents in a global setting How to use the technique of “over-communication” to ensure your team members remain fully informed Perfect for anyone who’s expected to lead in an online or virtual environment,  Power Teams Beyond Borders  also belongs on the bookshelves of everyone who hopes to deliver results in an environment that includes remote teamwork.

Work seamlessly together with Microsoft Teams  It was only a matter of time before Microsoft 365 built an actual virtual office. And Microsoft Teams is it, rocketing from 13 to 75 million daily users in a single year. The new edition of  Microsoft Teams For Dummies  gives you an in-depth introductory tour through the latest version of the app, exploring the many different ways you can chat, call, meet, work remotely, and collaborate with others in real time—whether you’re using it as an all-in-one tool for working from home or as an extension to your brick-and-mortar office. Available as a stand-alone app or as part of Microsoft 365, it allows you to work seamlessly with almost any other Microsoft app.  The friendly onboarding provided by this book takes you from the basics of file-sharing, organizing teams, and using video to must-have insights into less obvious functionality, such as posting the same message to multiple channels, muffling background noise (useful if you’re working from home!), and choosing more than one feed to concentrate on when video-conferencing (allowing you to pay attention to the speaker and your team members at the same time). As well as clueing you in on how things work, you’ll also find advice on the most effective ways of using them, with best-practices recommendations and tips on integrating Microsoft Teams into your existing workflows.  Set up the interface Communicate on chat and video, inside and outside your org Integrate Microsoft Teams with your other Office apps Optimize your approach to meetings, working across large teams, and more! Whether you’re using Microsoft Teams for work, within your family, or for a collaborative hobby, you’ll find everything you need to get everyone on the same page in the same virtual room.

Expert advice on building an unshakable foundation as a financial advisor to the elite The revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up-and-coming advisors. With a particular focus on the generation X and Y concern with debt management and long-term investment, this new edition examines what young investors look for in an advisor. Today, more than ever, insight, analysis, and validation are valued, but to be truly successful, an advisor needs to walk the line between being well-informed but not appearing condescending. What today's investors want in a financial advisor is someone who can cut through the noise and clutter of the financial services industry and the mainstream media Covers the basics, from setting a client's investment goals, selecting complementary investments, and monitoring portfolio balance, to the advanced—developing a personal finance plan for your clients based on their specific needs Steve Gresham presents a 19-point checklist for financial advisors to offer their clients «life advice» Keeping clients engaged is more important than ever, and The New Advisor for Life gives the aspiring financial advisor the secrets to success normally reserved for the country's top firms.