Giving your clients permission to spend more money is one of the greatest gifts you can give them! Most successful people grew up working hard and saving money. That, probably, is why they are rich now. When you do a cash flow analysis as part of this client’s financial plan, you quickly realize that… Read more »
Posts By: Cindy Beuoy
Suggested Screens to Segment Your Clients
Supernova Sample Screens for Segmenting Clients © 1. Account by production 2. Value of assets 3. Are they likeable? Do they treat my staff well? 4. Are they trustworthy? 5. Do they fall into one of my niches? 6. Do they accept my recommendations? 7. Is there profitability in this account? 8. Is there an… Read more »
The Worst Salesman in the World
By Rob Knapp, President, Supernova Consulting Group We all want change, except when it comes to us changing. This past Presidential election was all about wanting change. We are all very excited to “drain the swamp” because we love the idea of creating change for others. Let’s drain their swamp, not ours. We all know… Read more »
Using the Gameboard and Scoreboard to Accelerate Growth
Setting New Standards for Elite Advisors
Rob Knapp and Matt Oechsli, Oechsli Institute discuss trends in business development, time management, relationship management, team building, social media and client loyalty in this hour long webinar.
Five Steps to Turning Prospects into Clients
Does your client acquisition strategy need some legs? Are you lacking a consistent process to bring in new clients? Many advisors are very good at creating the networks in order to generate new business but they may lack consistent strategies necessary to bring prospects across the finish line to becoming a client. One of the most important tenents… Read more »