An authentic Supernova practice is never stagnant and is always growing. However, it needs to be controlled, intentional growth. One way to do that is through thoughtful introductions by professionals that know your practice, know you, and introduce you to qualified prospects. As I said in the Supernova Advisor, referrals (introductions) are generated through a… Read more »
By Rob Knapp How often have you run into a client procrastinating about setting up wills, updating their life insurance, reviewing mortgage rates or even meeting with you? Next to their family and their health, a client’s wealth is probably one of the most important thing in their lives. However they don’t always treat it… Read more »
Centers of Influence (COI’s) are defined as leaders in your community that are willing to give you introductions in exchange for the introductions you give them. Your Centers of Influence will deliver many of your best prospects and clients to you because they like you, trust you, respect your professionalism. How do you cultivate those… Read more »
By Rob Knapp Whenever I interview a prospective coaching client, I first ask them to describe their practice to me as if I was a potential client. Most people stumble around because they don’t have a clear understanding of what they are offering beyond their investment advice. I was working with several strong advisors from… Read more »
When you are announcing your new concierge practice to your clients you will have one of two conversations One will be for those clients who don’t meet your minimum and you are recommending they be sent to another advisor or the call center. For those clients that do meet your minimum but you suspect they… Read more »
The 12-4-2 model of monthly client meetings with quarterly reviews and of those four reviews two in-person, is part of the Supernova Standard. Advisors are sometimes concerned that their clients won’t want to meet once a month. A client might push back because he/she thinks this is going to be a sales call. Or they… Read more »