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Growing assets is the life blood of wealth management, but that growth requires satisfied clients who feel their advisor knows them well and looks out for their best interest. Brunswick shares a discovery methodology that ensures deep, values-based client connections and establishes the consultative relationship essential to building the trust and loyalty necessary for success.

EXECUTIVE EDGE DIGEST

Client Communication

Client Communication

Help your advisors gain the trust and loyalty of their clients by thoughtfully segmenting their client rosters. By offering tiered levels of service appropriate for each client, they will enhance both client communication and satisfaction.

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Top 5 Advisor Concerns

Top 5 Advisor Concerns

The Great Recession spurred a significant shift in the concerns of financial advisors. Knowing what concerns them most now is crucial for helping them address these issues successfully—and will help you win their loyalty.

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Ideal Advisor Profile

Ideal Advisor Profile

Strengthen your core team by retaining and attracting top financial advisors. Grow your practice the smart way and get started with the ideal advisor profile today.

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Emotional Intelligence and Climate

Emotional Intelligence and Climate

Leadership style and business climate are key success drivers for proven results. Improve your team’s working environment by applying the four fundamental capabilities of emotional intelligence.

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Expand Your Leadership Styles

Expand Your Leadership Styles

Of the six leadership styles, you need to know the ones that get the best results—and the two to avoid. By expanding the way you lead today, you will empower your team and create the very best climate for enhancing business performance.

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Your Leadership Approach

Your Leadership Approach

Do you want better results from your team? By using the most effective leadership style for any given situation and flexing the right management muscle, you will pump up your team’s productivity many times over.

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ceg research report

Business Planning: Critical Success Factors

Does your business plan address the critical issues that will keep you and your practice on track for huge financial gain? Paul Brunswick’s six measures of success can help make it your best year ever.

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ceg research report

Business Planning: Critical Success Factors

Once you have created a thoughtful business plan, what are your best chances of success? Paul Brunswick highlights six critical success factors that ensure your plans increase revenue and raise the value of your business.

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ceg research report

Business Planning: Streamlined for the 21st Century

While most wealth management professionals know the reasons for and value of business plans, many fail to execute those they adopt. Why? It may be that they are too cumbersome. We need to streamline.

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ceg research report

Business Planning: Critical Reasons, Common Myths

Why bother with the business plan? Because research shows that those advisors who implement a plan are also those who earn the most income. Brunswick "sets the table" in the first of a series on Business Planning.

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growing assests and understanding client needs

Growing Assests and Understanding Client’s Needs: Winning the Allegiance

Top advisors understand that addressing affluent client needs systemically better achieves the deep client satisfaction that results in capturing more assets, more referrals, and more income.

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Communication and Satisfaction Concerns

Communication and Satisfaction Concerns: Winning the Allegiance

Brunswick demonstrates the benefits of client segmentation, the tiered client service model and the client advisory board as keys to improving client communication and satisfaction with the wealth management experience.

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ceg research report

CEG Research Report: Winning the Allegiance

How do you ensure your practice will grow, your affluent clients remain loyal and your top advisors demonstrate the allegiance critical to your success? CEG’s survey of top financial advisors provides powerful answers.

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Strategic Planning: Maximum Execution

Strategic Planning: Maximum Execution

Once you have developed your strategic plan and are prepared to launch, Ten Steps to Successful Strategy Execution provides the tools to navigate the process smoothly and maximize rewards.

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Strategic Planning: Ten Questions

Strategic Planning: Ten Questions

Once you arrive at the strategic plan you hope to execute, make sure you have the ingredients to guarantee success. Brunswick offers ten essential questions that make certain you do.

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Strategic Planning: Effective Resolution

Strategic Planning: Effective Resolution

Achieve successful results with your strategic planning model by avoiding key pitfalls that often doom the process. Discover how obstacles to effective planning can be the “raw material” by which you create solutions—and increase profits.

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Strategic Planning

Strategic Planning

Are your strategic business plans empowering continued growth and financial success? Construct your planning model to ensure the vision you implement accelerates profits and attracts new affluent clients to enhance the value of your practice.

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The Team Conflict Process

Compensation

Discover the four basics of compensation strategy and five key steps to building your own compensation plan. Better your teams’ performance and greatly improve job satisfaction—world-class results are in the balance.

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The Team Conflict Process

The Team Conflict Process

Improve the performance of your teams by learning the keys to recognizing and resolving team conflict. Serve clients better, build a more efficient practice and improve employee relations by applying the Four Steps to Problem Solving.

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Productive Team Conflict

Productive Team Conflict

Conflict, despite the tension and negativity often associated with it, can be a positive force in developing team culture. Learn how to tap the benefits and rewards of recognizing and using the Five Keys to Productive Conflict.

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Four Team “Identities,”

Four Team “Identities”

Recognize the distinguishing characteristics of the Four Team “Identities,” the role each plays in the function of a successful team, and how to balance these identities to build stronger bonds and avoid team conflict.

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Defining Teams

Four Qualities of Great Teams

Apply findings of recent research which identify the four qualities of great teams. Find out how well your teams measure up in areas of purpose, engagement, allegiance and accountability with an eye on maximum performance.

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Defining Teams

Become a “Learning Leader”

To create an effective learning environment, it is essential to be accessible, encourage and accept input from team members, and allow for mistakes. Brunswick outlines proven best practices in “learning leadership.”

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Defining Teams

Build Team Performance

Learn when you need a working group or when you need a team, and how to recognize which job applications are appropriate for either organization. Effective teams or working groups take into account the strengths and weaknesses of their members to ensure maximum performance.

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Defining Teams

Defining Teams

Learning the characteristics that make a team unique from a work group will help you make the right decision when organizing employees to handle different kinds of company issues.

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Maximize Work Relationships

Maximize Work Relationships

In the final installment of this four–part series discover important components of knowing your team well, and 5 key elements of team building that will help you maximize work relationships and job performance.

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Contribution

Contribution

Learn how to align individual and team contributions with identified strengths and work styles, and how SWOT analysis can help establish that connection for maximum results.

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Performance

Performance

In the second of a four part series Paul Brunswick shows us how to take advantage of strategies to self assess performance and to see the connections between our identified strengths, our personal values and our work style.

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Strengths

Strengths

Feedback analysis is a technique which allows companies to identify their strengths and areas of weakness. Brunswick demonstrates how using feedback analysis, and improving identified strengths, may produce greater success.

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Devloping Others

Developing Others

As most financial executives know, there are three types of people at your organization: Followers, Managers and Leaders. By understanding the 5 key principles for developing people and the 4 ways to provide them the right kind of assistance, you can have a happier, higher-performing team.

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Rewards

Rewards

Managers who understand the 5 key triggers of employee motivation and the 4 essential elements of employee reward systems can build higher performing teams with greater retention and collaboration.

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Team Building Through Improvisation

Team Building Through Improvisation

Most of us who manage financial advisors are logical, left-brained individuals who work toward clearly defined metrics. But sometimes that’s not enough. You need to understand the 4 Characteristics of High Performing Teams and how 5 Tools of Improvisational Acting can make your team stronger and more effective.

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Communication

Communication

As a leader at a high-performing financial services organization, you need to share your passion and inspire others in order to reach your goals. Understand the 4 keys to developing great communication skills and discover 10 simple secrets of the world’s greatest business communicators.

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Performance Driven Culture

Performance Driven Culture

Whether you’re a professional manager, large firm regional director or president of an RIA, everyone at your organization needs to feel appreciated, listened to and rewarded.

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Find The Right Coach

Find The Right Coach

Making positive change at an organization is never easy, but you don’t have to go it alone.

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Key Business Development Drivers

Key Business Development Drivers

Research shows the top performing advisors excel at two things most other advisors don’t do well—developing strategic alliances and a systemic client referral process.

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Client Concerns

Client Concerns

Leaders who understand the 6 Drivers of Client Loyalty and the 5 Key Concerns of Advisors can retain their most valued clients—and their top-performing wealth managers.

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Winning the Allegiance of Top Financial Advisors

Winning the Allegiance of Top Financial Advisors

Financial industry leaders who put processes in place to help advisors address their Top 5 client concerns will dramatically boost AUM—and advisor loyalty to their firms.

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Ideal Advisor Profile

Ideal Advisor Profile

Understand 10 key characteristics of an ideal advisor profile and how to get your own advisor profile template—essential for effective branch management.

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Discovery Part Two

Discovery Part Two

Here we’ll share Steps 2 and 3—Business Plan and Regular Progress Meetings—that elite field leaders use to build accountability and advisor loyalty into their firms.

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Discovery Part One

Discovery Part One

Just as advisors conduct discovery meetings with clients, top branch managers use a consultative process of re-discovery for conducting mid-year reviews of their advisors.

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Building a Wealth Management Firm

Building a Wealth Management Firm

Research shows only 7 percent of advisors are delivering a wealth management experience to clients. We share 5 key steps for creating a true wealth management culture, so your advisors can triple income and AUM while serving fewer clients.

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Differentiation

Differentiation

With 82 percent of affluent families and individuals considering switching advisors, there‘s never been a more important time to stand out from the crowd. Understand the 5 key steps for helping your advisors differentiate themselves, plus 7 internal and 7 external reality checks of your unique value proposition.

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Winston Churchill

Winston Churchill

Inspired by Winston Churchill, we share key for leading through crisis, 3 tenets for managing through organizational change and 5 tactics for thriving, not just surviving, when unexpected events alter your course dramatically.

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Execution

Execution

Paul Brunswick uncovers 3 key reasons why your strategic plans might be failing and 3 proven tactics for overcoming those obstacles and gaining the buy-in and results you deserve.

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SKUNK

SKUNK

Brunswick shares 3 proven tactics for working effectively ON your business, not IN it, and 5 key steps to creating your own Skunkworks innovation team.

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