Being a successful financial advisor is not a solo sport. It requires a great team who can work together to achieve a common goal. With football season kicking off this month, now is as good a time as any to start thinking about teamwork. The question is: what makes a great team? A great team is about more than just the individual members on the field.
If you were to ask Coach Don Shula what he thinks makes a great team, he would probably tell you a great team contains a combination of elements, including strong leadership and discipline; good communication and flexibility; and the desire to succeed. He might also tell you a great team needs a great coach. He wouldn’t be wrong.
A great team starts with a good coaching staff. The coaching staff is there to help build the team and to provide support in their drive to win. Ultimately, however, it becomes the responsibility of the players on the field to put in the work and produce as the coach remains on the sidelines doing the coaching
In football, for a team to become great, they need to have an effective quarterback. They need someone who can call the plays — a leader who has effective communication skills and the ability to assess the situation and make the right calls. Quarterbacks don’t do it alone, however. They need a solid front line looking out for them. They need receivers and backs they can rely on to move the ball forward toward the goal line. A great team also needs to have flexibility or, more specifically, adaptability and the willingness to recognize and evolve to meet new demands and changing situations, like financial markets. A great team is competitive, too. They need to possess the desire to win before they can be successful. Both you and your clients have that goal in common.
Like a great football team playing on the gridiron, successful financial advisors need to have great teams to be successful. They need the type of coaching staff and support which keep their eye on the ball. They need effective communication and they need to operate from the same playbook, so their clients know what to expect. They need to exceed their expectations. Trust is also critical. Your team and your clients need to know that you have their best interests at heart. Only then, can your team put together a winning record and continue that streak by capitalizing on the victories you achieve along the way.
As a financial advisor, you are the team leader or quarterback and, as your coaching staff, Summit Brokerage Services will be there to help make sure you lead your team down the field as your clients cheer you on. To join the Summit team, call 866.341.9285 to speak with a Business Development Associate.
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