Posts Categorized: Ultimate Client Experience

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 »

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 »

How to Turn Client Service into a Dividend Paying Strategy

During our coaching program, we ask our advisors to introduce the Supernova service model to their top clients.  This simple conversation re-establishes priorities and lets these clients know how important they are to their advisors’ businesses. It also pays big dividends! One advisor recently told us:  One thing I can take away so far is… Read more »

But I can’t give that client away…

“The Supernova Advisor” by Rob Knapp emphasizes the importance of segmentation in financial advisory practices. Without segmentation, you can’t have a concierge practice.  Segmentation of an unmanageable client load is not just a best practice to be observed and adapted, but an absolute necessity. It is the only way to implement Supernova successfully and to… Read more »