Posts Categorized: Blog

Supernova Presents: AI for Smarter Strategies and Superior Client Outcomes

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 »

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.