Watch industry experts Craig Kirkpatrick and Andy Reiss as they delve into the world of Artificial Intelligence (AI) and its transformative impact on business strategies and client outcomes. In this engaging session, you will explore how AI can revolutionize decision-making processes, streamline operations, and enhance customer satisfaction. This webinar will explore key issues with using… Read more »
Posts Categorized: Blog
How Can 12-4-2 Help You Determine A Client’s Risk Tolerance?
To accurately gauge a client’s risk tolerance, financial advisors can rely on frequent contact through the 12-4-2 process. To review, 12 meetings (monthly) with four quarterly reviews of which two are in-person meetings. During those meetings you can incorporate the 24-month calendar and make your monthly agenda topic risk management. Be open with your clients… Read more »
A Process for Perpetual Growth
In this Zoom webinar Rob Knapp introduces John Cunningham, Cunningham Financial Group, Louisville, Kentucky who has used the Supernova process to achieve ongoing growth in spite of Covid, a recession and other barriers. John discusses his methodology for attracting new clients and keeping them, team building and transition planning for his retirement.
Seven Steps to Build Your Concierge Practice
Highly Organized Teams Can Excel at Client Service
Client service is more efficient and consistent when you have your entire team dedicated to the task. As you go through your roster of clients at the weekly team meeting take a minute to do a deeper dive. Pick a few clients each week to discuss their goals, problems and overall financial needs and concerns… Read more »
Reaching Out To Clients Is Critical During Stressful Times
Steve Long and Andy Reiss, Supernova Every aspect of our daily lives has been impacted in the past year by the Covid 19 pandemic. We have adapted our regular practices and patterns to accommodate the medical and emotional toll that many of us have faced. We all would agree that the past year has been… Read more »