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 »
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.
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 »
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 »
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 »