ELITE ADVISOR BEST PRACTICES FOCUS

Build High-Performance Teams

Because nothing great was ever accomplished alone

Nearly every elite financial advisor is part of a team. To maximize your full potential, your team has to maximize its full potential. These best practices will help you become an inspiring, effective leader as you build a great, high-performance team that serves your clients extremely well.

ARTICLES

  • Resolving Conflicts on Your Team

    Conflicts will occur among your team members. Build and manage a high-performance team and become adept at dealing with those conflicts.

    By Jonathan Powell
  • Five Top Tips from an Elite Advisor

    Advisor Christopher Van Slyke started his own practice from scratch in 2000. Today he manages $300 million in assets for 250 clients.

    By Jonathan Powell
  • What You Must Know About Working with Freelancers

    Here’s a three-stage process for getting all the benefits that a freelancer offers while avoiding potential pitfalls.

    By Jonathan Powell
  • What You Must Know About Working with Freelancers

    Here’s a three-stage process for getting all the benefits while avoiding potential pitfalls with independent contractors.

    By Jonathan Powell
  • The Six Steps of High-Impact Brainstorming

    Here’s how you can get your own financial house in order by creating and documenting a system that will enable you to build a great business.

    By Jonathan Powell
  • The Five Things You Must Do to Lead Your Team

    Elite financial advisors achieve major breakthroughs by developing superior leadership skills in five key areas.

    By Jonathan Powell
  • A Top-notch Team

    The six key characteristics of the type of high-performance team that will help you maximize your success.

    By Jonathan Powell
  • Get Focused

    Your success depends upon your ability to stay focused. Here’s a proven process to regain the focus you need to succeed.

    By Jonathan Powell
  • Six Steps to Building a Top-Notch Learning Program

    Here are six steps to creating a learning program within your firm that generates effective, practical results “on the ground.”

    By Jonathan Powell
  • Turn Your Firm Into a Learning Organization

    Formalized learning for you and your firm is essential for successfully serving affluent clients and building a world-class business.

    By Jonathan Powell
  • Maximize Your Human Capital

    Building a world-class business, you need the help of qualified, motivated people. Here’s how to best hire, compensate and evaluate.

    By Jonathan Powell
  • Why You Need a High-Performance Team

    Economically productive high-performance teams are satisfying. Find out how and why such teams are critical to achieving the huge success you desire.

    By John Bowen
  • Maximize Your Human Capital

    The team you surround yourself with can make all the difference. Discover the keys to building a great team.

    By John Bowen
  • The Key Characteristics of High-Performance Teams

    Driven by high standards, a strong desire for excellence and deep levels of mutual trust, HPTs stand apart from their peers.

    By John Bowen
  • Team Building

    When building your expert team, consider what your clients need and how everyone can work together harmoniously.

    By John Bowen
  • Team Player

    You can’t know everything about everything—but you can still serve your clients’ many needs by building an expert team of pros.

    By John Bowen

VIDEOS

Leading a High-Performance Team

Leading a High-Performance Team

5 key characteristics of advisor team leaders that serve their clients very well.

WATCH VIDEO
Build Your Expert Team

Build Your Expert Team

Expert teams drive client loyalty. Find out the key players you need for your team.

WATCH VIDEO
Driven by Vision

Driven by Vision

A vision that clearly articulates what you want to accomplish will inspire your team and energize your practice.

WATCH VIDEO
Go Team!

Go Team!

Get your team behind you by implementing four key strategies to ensure continued success.

WATCH VIDEO
Using Other Professionals Wisely

Using Other Professionals Wisely

We can’t be all things to all people.

WATCH VIDEO
A Collaborative Powerhouse

A Collaborative Powerhouse

Create powerful professional connections, add valuable resources for existing clients and take advantage of new prospects.

WATCH VIDEO
The Four Es of Leadership

The Four E’s of Leadership

Energize your teams, execute your solutions and give your affluent clients the edge they deserve.

WATCH VIDEO
Get With the Learning Program

Get With the Learning Program

Most of us are so busy running our businesses, we don’t take time to develop ourselves and our teams.

WATCH VIDEO

ARTICLES CONTINUED

  • Leadership Lessons

    Five leadership skills that will build a successful team while maintaining high quality-of-life standards.

    By John Bowen
  • Don’t Do It—Delegate It

    Run your practice more efficiently by delegating your non-core tasks to staff.

    By Jonathan Powell