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 »

What Is a Center of influence?

An authentic Supernova practice is never stagnant and is always growing. However, it needs to be controlled, intentional growth. One way to do that is through thoughtful introductions by professionals that know your practice, know you, and introduce you to qualified prospects. As I said in the Supernova Advisor, referrals (introductions) are generated through a… Read more »

Do You Offer Your Clients Exclusivity?

By Rob Knapp How often have you run into a client procrastinating about setting up wills, updating their life insurance, reviewing mortgage rates or even meeting with you? Next to their family and their health, a client’s wealth is probably one of the most important thing in their lives.  However they don’t always treat it… Read more »