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: Acquisition
Supernova advisors use their client’s recommended professional advisors as centers of influence. One of those advisors might be a concierge travel guide. Plan a trip or cruise to an exotic location with your local concierge travel guide and help them promote it by inviting clients and prospects to come along. Some affluent people hesitate to… Read more »
Have you ever been out to lunch during the work week and noticed the well-dressed 75+-year-old couple having lunch? She has on jewelry and heels and he is dressed in a 3-piece suit. You wonder why they are out to lunch all dressed up when they are obviously retired and could be anywhere? Seniors often-times… Read more »
Supernova’s acquisition strategy encompasses seven elements that will make your business grow and flourish in any market. In the following stages you will study and implement these techniques into your practice. The first element is the 90-day free look. Supernova originally suggested you have a 90-prospect pipeline which is a good idea, but for some… Read more »
How was this term Niche Mastermind created? Let me tell you a story: I was coaching an FA that wanted to know more about setting up a Mastermind group. After we finished he went to his CPA to say he was setting up a Mastermind Group, and ask if he’d like to join. The CPA said, “I don’t want to join… Read more »
In coaching we always ask the question, ‘what are your niches?’. An FA might say, business men or retirees. But that isn’t specific enough! A niche is a highly specialized group of people working in the same industry, career, interest or commonality. Narrow that down even more. If you said ‘Doctors’ define what specialty, if… Read more »