The Team Edge
The Guide to Building High-Performing Wealth Advisory Teams
This practical and engaging guide shares the insights, strategies, and best practices that I have used over the years to help Wealth Advisory teams operate at peak performance and achieve breakthrough growth.
What You'll Learn:
- Engaging and retaining multi-generational clients
- Structuring seamless succession and continuity plans
- Optimizing team roles for efficiency and growth
- Aligning compensation to drive performance
- Winning high-value clients through a team-based approach
- Leveraging diversity for stronger teams and better outcomes
- Building accountability, trust, and leadership within your team
This guide is designed for advisors and teams looking to elevate their practice, build lasting client relationships, and create a high-performing, future-ready team.
Coming Soon: The OG Advisor
Proven Strategies from the Industry’s Top Producers
Unlock the secrets of the best rainmakers and take your wealth advisory practice to the next level. Learn the most impactful client acquisition strategies, business-building tactics, and growth accelerators from a leading coach and best-selling author.
What You'll Learn
- How elite advisors capture billions in AUM
- The #1 client acquisition strategy for faster growth
- Proven methods to increase practice value and profitability
- Actionable steps to scale your business today
This guide is designed for advisors and teams looking to elevate their practice, build lasting client relationships, and create a high-performing, future-ready team.
Everything DISC
Everything DISC Workplace
DISC profiles are a powerful tool to help teams gain a competitive edge by optimizing:
- Team Communication – Enhancing collaboration and minimizing misunderstandings.
- Role Delineation – Ensuring each team member is in the right role for maximum efficiency.
- Team Dynamics – Creating synergy and improving overall team performance.
Everything DISC Work of Leaders
The Work of Leaders assessment helps team leaders elevate their leadership skills by focusing on three critical areas:
- Vision – Setting a clear and compelling direction for the team.
- Alignment – Ensuring team members are unified and working toward shared goals.
- Execution – Implementing strategies effectively for sustained success.