Acquisition is an important step in growing your practice. Supernova has 7 strategies: 1. 90 day trial for prospects 2. 6 Center's of Influence per FA 3. 4-...
ExploreIn this course you will learn more about choosing and leveraging COIs to maximize your referral strategy....
ExploreA Mastermind Group is an important part of your Supernova acquisition strategy. ...
ExploreWhen we ask an FA who are his ideal clients most are vague and answer either HNW or retired people. This is where niche building becomes so important. Narrowing...
ExploreYour social media presence is important to maintain and update regularly. ...
ExploreWhen you meet in-person with clients you want them to first experience the value you give to their lives. When they acknowledge it you can then ask them, "Is th...
ExploreKnowing how to navigate end-of-life planning will create value for your client. Review these seven critical conversations that will be valuable topics for the 1...
ExploreThis course is made up primarily of resources you can use in your acquisition strategy. ...
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