Posts Categorized: Library

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 »

Focused Service Will Result in Growth

It sounds counterintuitive to say, “I’m going to grow my business by reducing the number of clients I serve”. And yet, that is exactly what happens with Supernova. What happens?  Clients benefit from being able to plan ahead which makes them more loyal to you. That leads to introductions and new prospects.  Three of the… Read more »