Acquisition is an important step in growing your practice. Supernova has 7 strategies: 1. 90 day trial for prospects 2. 6 Center's of Influence per FA 3. 4-...
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In this course you will learn more about choosing and leveraging COIs to maximize your referral strategy....
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A Mastermind Group is an important part of your Supernova acquisition strategy. ...
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When we ask an FA who are his ideal clients most are vague and answer either HNW or retired people. This is where niche building becomes so important. Narrowing...
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Your social media presence is important to maintain and update regularly. ...
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When you meet in-person with clients you want them to first experience the value you give to their lives. When they acknowledge it you can then ask them, "Is th...
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Knowing how to navigate end-of-life planning will create value for your client. Review these seven critical conversations that will be valuable topics for the 1...
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This course is made up primarily of resources you can use in your acquisition strategy. ...
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