Download the suggested folder contents for the client folder here: Client Folder Contents 2020
Posts Categorized: Library
Client Personal Information Form
Have your clients fill out this important document that contains their banking information, financial assets, personal property, real estate, and location of important documents and keep a copy in their file. Download the form here: Personal Information
Leveraging Your Practice Using The Gap Analysis
The Gap analysis is a tool that is used to measure the difference between your goals and your actual performance in order to identify the areas that need attention.
Leveraging Your Practice Through Team Specialization
The Supernova coaching process will guide you through developing your team’s unique specialization. During this audio presentation, listen to Rob Knapp discuss how this works.
ideal day
Watch these videos for more information on Segmentation: 100 Clients 11 Screens/ Min/Max Explained 12/4/2 Developing Strategies For Growth Differentiate Yourself In The Marketplace Ideal Clients Giving Your Clients Rapid Response
Supernova Segmentation Scripts
Download these materials on the download tab or by clicking on them below Script for clients to explain to their old advisor they are leaving Script for clients you are retaining Script for clients you are reassigning Sample letter introducing Supernova to clients Sample letter introducing Supernova to prospects Sample client survey Prospect/New Client Presentation