When you are announcing your new concierge practice to your clients you will have one of two conversations One will be for those clients who don’t meet your minimum and you are recommending they be sent to another advisor or the call center. For those clients that do meet your minimum but you suspect they… Read more »
How can we as financial advisors demonstrate leadership to our teammates and clients during a crises? What about setting goals and stick to them in chaos? How can the five star model help teammates collaborate, measuring performance? Rob Knapp and Curtis Brown discuss these issues and more.
Bear Markets are naturally occurring events. This creates a tremendous opportunity to develop our leadership skills so we can be there to support each other and your clients. Rob Knapp explains the process to stay healthy while growing your practice in difficult markets.
“Leaders of organizations often use the expression, ‘Think outside the box’ when urging their employees to innovate. The belief that eliminating constraints and allowing people to think freely will increase creativity. Instead of telling employees to think outside the box give them a ‘better box’ to innovate inside of. These constraints will actually increase creativity… Read more »
Advisor Teams can benefit from coaching.
The Supernova Folder System is a tool used in organizing your 12-4-2 appointments with clients, your Center’s of Influence, Prospects, Niches and Mastermind group. This webinar shows you how best to implement it.