A team’s Mission & Vison for their client’s experience establishes the North Star for everything a team does. And, the client-facing roles that advisors play support that mission and justifies the team to their market. Client-facing advisor roles can be broken down into two primary realms – Relationship Management and Technical Roles.
The relationship manager role binds a client to the team and serves as the quarterback for all interactions with the team. To manage individual team member capacity, leveraging the technical roles across the advisors on the team will demonstrate to prospects, clients, and the market that a group of highly talented professionals serving as specialists can deliver a customized experience that fulfills all their varying financial needs.
The team mission is in effect a promise to all who read it…clients, prospects, and the market at large. So it logically follows that the team must have people in technical roles that are necessary to fulfill the promise of the mission. This module is designed to aid participants in delineating the client-facing advisor roles that they need to deliver on their value proposition.
Participants will engage in facilitated open discussion about team roles and will be asked to:
This module is suited for:
(Follow-up Coaching: each participant will be eligible for a 45-minute personal consultation with one of the experienced coaches to answer their specific questions and help them begin to develop a succession plan.)