The Team Edge

by John Cianciulli

Overview

If you’ve ever wondered how the Wealth Advisory industry’s top performing teams reached the spots they occupy, look no further—the answer is here. The Team Edge explores how these teams have developed, positioning themselves to operate at a peak level and generate breakthrough growth. Using practical advice, with engaging real-life anecdotes, , this guide shares the insights and best practices the author has used to help wealth advisory teams dominate their markets, create raving advocates, and get things done. Key areas of exploration include the evolution of the wealth advisory business model, the synergistic impact of effective role delineation, crafting a compelling team value proposition, the power of collaboration, team leadership insights, continuity & succession planning, multi-generational wealth management strategies, scalability best practices, profitability levers, and team compensation strategies to drive alignment and performance. The Team Edge provides insights from the best practices of the industry's top performing teams as well as step-by-step guidance for developing a high performance team that is built for sustainable success for the benefit of all stakeholders.

Product Details

ISBN-13:	9781543911879
Publisher:	BookBaby
Publication date:	09/11/2017
Sold by:	Barnes & Noble
Format:	eBook
Pages:	208
File size:	7 MB

About the Author

John Cianciulli is the President and founder of Team Edge Consulting. With over 25 years of Financial Services industry experience, both as an executive and working one-on-one with many of the businesses' top advisors and teams, he has unique and compelling insights into the key differentiators of top teams and their leaders. As President of Team Edge Consulting, he provides keynote presentations and leads dynamic and impactful workshops on industry trends and the strategies, tactics and best practices of successful Wealth Advisory teams. He has an MBA in Finance from Drexel University and a BA in Business from Penn State. He lives in suburban Philadelphia with his wife Maura and their two children.

Table of Contents

Preface 1

About the Author 3

Introduction: Not in Kansas Anymore 4

Chapter 1 The Model for Today & Tomorrow 7

Chapter 2 The Power of a Shared Vision 17

Chapter 3 Creating Synergy through Effective Role Delineation 23

Chapter 4 Mastering Client Engagement 38

Chapter 5 Effective Team Communication and the Powers of Collaboration and Listening 63

Chapter 6 Effective Team Meetings 88

Chapter 7 The Power of Mutual Accountability 103

Chapter 8 Effective Team Leadership 108

Chapter 9 Prospecting with the Team Edge 117

Chapter 10 Crafting a Compelling Team Value Proposition 124

Chapter 11 Changing the Narrative with Legacy Clients 132

Chapter 12 Scalability for Breakthrough Growth 137

Chapter 13 Processes & Systems to Drive Team Efficiency 143

Chapter 14 Profitability Levers 153

Chapter 15 Team Compensation Strategies to Drive Results 157

Chapter 16 Continuity & Succession Planning: Positioning your Team for Perpetuity 164

Chapter 17 Teams & Comprehensive Multi-Generational Wealth Management 174

Chapter 18 The Unique Opportunities & Challenges of Family Teams 179

Chapter 19 The Great Wave Ahead: The Power of Diversity 184

Chapter 20 Becoming a Great Team 188

Chapter 21 The Secret Sauce 193

Endnotes 199