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.
Posts Categorized: Blog
Seven Steps to Build Your Concierge Practice
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 »
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 »
Making Sense Out of a Bear Market for Our Teammates and Clients
How can we as financial advisors demonstrate leadership to our teammates and clients during a crises? What about setting goals and stick to them in chaos? How can the five star model help teammates collaborate, measuring performance? Rob Knapp and Curtis Brown discuss these issues and more.
Managing Your Practice in an Extremely Volatile Bear Market
Bear Markets are naturally occurring events. This creates a tremendous opportunity to develop our leadership skills so we can be there to support each other and your clients. Rob Knapp explains the process to stay healthy while growing your practice in difficult markets.