The Team Edge

If you’ve ever wondered how the Wealth Advisory industry’s top performing teams reached the spots they occupy, look no further—the answer is here. The Team Edge explores how these teams have developed, positioning themselves to operate at a peak level and generate breakthrough growth. Using practical advice, with engaging real-life anecdotes, this guide shares the insights and best practices the author has used to help wealth advisory teams dominate their markets, create raving advocates, and get things done.

If you’ve ever wondered how the Wealth Advisory industry’s top performing teams reached the spots they occupy, look no further—the answer is here. The Team Edge explores how these teams have developed, positioning themselves to operate at a peak level and generate breakthrough growth. Using practical advice, with engaging real-life anecdotes, , this guide shares the insights and best practices the author has used to help wealth advisory teams dominate their markets, create raving advocates, and get things done. Key areas of exploration include the evolution of the wealth advisory business model, the synergistic impact of effective role delineation, crafting a compelling team value proposition, the power of collaboration, team leadership insights, continuity & succession planning, multi-generational wealth management strategies, scalability best practices, profitability levers, and team compensation strategies to drive alignment and performance. The Team Edge provides insights from the best practices of the industry's top performing teams as well as step-by-step guidance for developing a high performance team that is built for sustainable success for the benefit of all stakeholders.

John Cianciulli is the President and founder of Team Edge Consulting. With over 25 years of Financial Services industry experience, both as an executive and working one-on-one with many of the businesses' top advisors and teams, he has unique and compelling insights into the key differentiators of top teams and their leaders. As President of Team Edge Consulting, he provides keynote presentations and leads dynamic and impactful workshops on industry trends and the strategies, tactics and best practices of successful Wealth Advisory teams. He has an MBA in Finance from Drexel University and a BA in Business from Penn State. He lives in suburban Philadelphia with his wife Maura and their two children.