The Supernova Advisor
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The Supernova Advisor
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Author : Robert D. Knapp
language : en
Publisher: John Wiley & Sons
Release Date : 2010-12-17
The Supernova Advisor written by Robert D. Knapp and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-12-17 with Business & Economics categories.
The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch—under the leadership of author Rob Knapp—it has grown increasingly popular within the financial services industry. The Supernova Advisor skillfully outlines this proven model and reveals how it can be used to create an exceptional experience for your clients, while significantly growing your business.
The Supernova Advisor
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Author : Robert D. Knapp
language : en
Publisher: John Wiley & Sons
Release Date : 2007-12-05
The Supernova Advisor written by Robert D. Knapp and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2007-12-05 with Business & Economics categories.
The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch—under the leadership of author Rob Knapp—it has grown increasingly popular within the financial services industry. The Supernova Advisor skillfully outlines this proven model and reveals how it can be used to create an exceptional experience for your clients, while significantly growing your business.
The Supernova Multiplier
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Author : Robert D. Knapp
language : en
Publisher: John Wiley & Sons
Release Date : 2019-02-01
The Supernova Multiplier written by Robert D. Knapp and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-02-01 with Business & Economics categories.
Take your Supernova practice to even greater heights of performance and profitability The Supernova Multiplier provides expert guidance to the revolutionary wealth management model that has transformed the lives and businesses of financial professionals worldwide. The innovative Supernova method enables financial advisors to rapidly grow their business, efficiently manage time, and maximize client satisfaction. The Five Stars of the Supernova model—Segmentation, Organization, Planning, Acquisition, and Leadership—provide financial advisors with the tools and knowledge to propel their practices to new heights of performance. The acknowledged pioneer of the Supernova model, author Rob Knapp offers in-depth examination of every aspect of the Supernova model, from client experience to leadership development. This invaluable resource addresses significant issues facing disciples of the model, including areas of chronic underperformance, and delivers proven solutions that financial advisors can integrate into their practices. Detailed coverage of core elements, such as the Rule of Reciprocity, Gap Analysis and the Five Star Model, promotes critical analysis of advisor performance and builds the foundation for precise alignment to the essential Supernova principles. This indispensable book empowers current and prospective Supernova practitioners to: Build and optimize an efficient and profitable Supernova advisory practice Structure your practice around high-value activities that increase revenue and grow your business Maintain a predictable schedule of meaningful client contact Develop and implement proactive planning strategies with your team and client base. The Supernova model is not complex, but requires sustained and disciplined effort to achieve best results. The Supernova Multiplier: 7 Strategies for Financial Advisors to Grow Their Practices is the key to unlocking remarkable results and sustained achievement in advisory practices across the financial management industry that will differentiate you and your practice from the ordinary into the extraordinary.
Supernova Advisor Teams
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Author : Curtis C. Brown, Jr.
language : en
Publisher: John Wiley & Sons
Release Date : 2018-04-17
Supernova Advisor Teams written by Curtis C. Brown, Jr. and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-04-17 with Business & Economics categories.
Strengthen and unify your Financial Advisor Team Teams are the principle building blocks of the strategy of successful organizations. The focus of your organization may be on service, quality, cost, value, speed, efficiency, performance, or any other similar goals, but teams remain the central methodology of most organizations across sectors. Vertical teams and horizontal teams can transcend organizational silos and boundaries if properly focused and supported. Building collaborative teams can improve the client experience. In Supernova Teams: Effective Team Strategies for Financial Advisors, you’ll discover the macro rationale and justification for teams, as well as the micro benefits of team formation. • Boost your team’s effectiveness • Discover different leadership styles • Write winning team vision statements • Get familiar with communication strategies From on-boarding a new team member to finding effective ways to bolster the ones you already have, this book shows you how to turn any team into a cohesive, productive unit with like-minded goals.
Ineffective Habits Of Financial Advisors And The Disciplines To Break Them
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Author : Steve Moore
language : en
Publisher: John Wiley & Sons
Release Date : 2010-10-05
Ineffective Habits Of Financial Advisors And The Disciplines To Break Them written by Steve Moore and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-10-05 with Business & Economics categories.
A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client.
Unleash Your Supernova
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Author : Nova Lorraine
language : en
Publisher: Simon and Schuster
Release Date : 2021-03-16
Unleash Your Supernova written by Nova Lorraine and has been published by Simon and Schuster this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-03-16 with Business & Economics categories.
Boost creativity and beat burnout with this go-to guide for creative entrepreneurs! Longevity is crucial for entrepreneurial success, and burnout is very real. Having a vision is the first step, but how do you follow it through to execution? How do you bring your dream to life while sustaining your creativity, enhancing productivity, and balancing your well-being? Creative entrepreneur Nova Lorraine discovered the keys to overcome burnout and bridge the gap between creativity and entrepreneurship—and wrote this book to help others do the same. From her first paper route, to launching a fashion brand, to now running a multimedia company, Nova has been on the road of entrepreneurship her whole life. In this go-to guide for creative entrepreneurs, she offers action steps to help you identify your inner strength, your supernova, and unleash it to achieve your dreams. Topics include: Identifying your creative DNA Five lessons a paper route can teach you Overcoming the challenges of entrepreneurship How to stay inspired as a creative entrepreneur And so much more! Whether you are thinking of pivoting to entrepreneurship or are already on the journey, this book is for you.
The Million Dollar Financial Advisor
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Author : David J. Mullen, Jr.
language : en
Publisher: AMACOM
Release Date : 2009-11-02
The Million Dollar Financial Advisor written by David J. Mullen, Jr. and has been published by AMACOM this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-11-02 with Business & Economics categories.
Based on interviews with fifteen top financial advisors, each doing several million dollars’ worth of business every year, this priceless tool contains universal principles to guide both veteran and new financial professionals to immediate success. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teach readers how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. The book also features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed-- regardless of market conditions.
You Ve Been Framed
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Author : Ray Sclafani
language : en
Publisher: John Wiley & Sons
Release Date : 2015-10-14
You Ve Been Framed written by Ray Sclafani and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-10-14 with Business & Economics categories.
Reframe "wealth management" to achieve sustainable success in financial services You've Been Framed™ is a step-by-step guide for achieving ultimate profitability and sustainability for your financial advisory firm. Whether you're a savvy entrepreneur ready to dominate your competitors, or a more experienced advisor moving toward selling your practice, this guide will help you proactively reframe your business. You'll learn how to grow your pipeline of prospects, win the next generation of clients, and deepen your business so it can thrive without you—leaving you free to pursue what matters to you. Build your business on a holistic foundation of wealth management and assemble the team that will take you to the top as you develop a whole new perspective from which to offer your services. Transform your role from "directive advisor" to "trusted advocate." Completely shift the paradigm, and make yourself the de facto solution to your clients' wealth management issues. Whether it's the firm with which you're affiliated or the types of products and services you offer, you've been "framed." As a wealth management advisor, your clients have little understanding of what you do or why you do it. Even your team may have the wrong idea. This book helps you clarify and demonstrate the value of your knowledge and skills, so you can frame your work on your own terms. Build and showcase your enterprise value Renew client relationships and attract new demographics Become a leader with proven team-building tools Shift your role from advisor to advocate If you haven't effectively led discussions to co-create what your business stands for—and what differentiates it from competitors—you're losing talent, prospects, and business. You've Been Framed™ gives you the perspective you need to thrive in the new financial environment, and achieve sustainable success.
The Art Of Selling To The Affluent
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Author : Matt Oechsli
language : en
Publisher: John Wiley & Sons
Release Date : 2010-12-14
The Art Of Selling To The Affluent written by Matt Oechsli and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-12-14 with Business & Economics categories.
This insightful book shows salespeople how to meet the needs of affluent clients from the initial contact, to the sales presentation, to providing the level of service and quality they expect, to securing them as long-term customers. Based on extensive research of the buying patterns and expectations of the wealthy, this step-by-step sales guide reveals the secrets of attracting and keeping wealthy clients for life, boosting sales and repeat business. The Art of Selling to the Affluent is also a crash course in the world of the wealthy, giving you the understanding you need to satisfy and retain these profitable top-dollar clients.
The Million Dollar Financial Services Practice
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Author : David J. Mullen
language : en
Publisher: HarperChristian + ORM
Release Date : 2013-02-13
The Million Dollar Financial Services Practice written by David J. Mullen and has been published by HarperChristian + ORM this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-02-13 with Business & Economics categories.
If you’re an advisor, whether you need a push or not, and regardless if you’re new or old to the business, this guide will help add instant value to your practice. Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. In The Million-Dollar Financial Services Practice, you will gain insight into practical areas often overlooked by other industry guides, including: how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today’s financial service professionals become top producers.