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.

Importance of Planning

Steve Long and Andy Reiss, Supernova There are five distinct principles of the Supernova process that every advisory team must embrace to be fully immersed in improving their business.  Those five principles of Segmentation, Organization, Acquisition, Planning and Leadership are all essential to improving the client experience and improving the overall success of the business…. Read more »