The Supernova Multiplier
The Supernova Multiplier

Author: Robert D. Knapp

Publisher: John Wiley & Sons

Published: 2019-02-01

Total Pages: 230

ISBN-13: 1119539803

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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.

The Supernova Advisor
The Supernova Advisor

Author: Robert D. Knapp

Publisher: John Wiley & Sons

Published: 2010-12-17

Total Pages: 166

ISBN-13: 1118039505

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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
The Supernova Multiplier

Author: Robert D. Knapp

Publisher: John Wiley & Sons

Published: 2019-02-01

Total Pages: 141

ISBN-13: 1119539773

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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.

The Supernova Multiplier
The Supernova Multiplier

Author: Robert D. Knapp

Publisher: John Wiley & Sons

Published: 2019-02-01

Total Pages: 225

ISBN-13: 1119539811

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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
Supernova Advisor Teams

Author: Curtis C. Brown, Jr.

Publisher: John Wiley & Sons

Published: 2018-04-17

Total Pages: 246

ISBN-13: 111947745X

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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.

Succession Planning for Financial Advisors
Succession Planning for Financial Advisors

Author: David Grau, Sr.

Publisher: John Wiley & Sons

Published: 2014-06-02

Total Pages: 230

ISBN-13: 1118866428

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This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not the most, important practice management tools in this industry today. As an independent financial advisor, now is the time to address the question of what will happen to your practice and your clients after you “exit the building.” In most cases, the answers are right in front of you. Thankfully, Succession Planning for Financial Advisors: Building an Enduring Business has arrived to transform today’s practices into businesses designed to endure and prosper and serve generations of clients. Learn how to create a “Lifestyle Succession Plan” that can provide a lifetime of income and benefits to the founder even as he/she gradually retires on the job Unlock the power of equity management – the best planning and building tool an independent advisor owns Learn how to attract and retain the best of the next generation to help you build a great business and to support your succession plans and care for your clients and their families Determine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it most Understand why succession planning and selling your business are completely different strategies, but how they can complement each other when used correctly 95% of independent financial service professionals are one owner practices. To the positive, these practices are among the most valuable professional service models in America. But almost all advisors are assembling their practices using the wrong tools – tools borrowed from historically successful, but vastly different models including wirehouses, broker-dealers, and even OSJ’s and branch managers. Revenue sharing, commission splitting and other eat-what-you-kill compensation methods dominate the independent sector and virtually ensure that today’s independent practices, if left unchanged, will not survive the end of their founder’s career. It is time to change course and this book provides the map and the details to help you do just that. For independent practice owners and staff members, advisors who want to transition to independence, as well as accountants, attorneys, coaches and others involved in the financial services space, there are invaluable lessons to be learned from Succession Planning for Financial Advisors. Written by the leading succession planning expert in the financial services industry, former securities regulator, M&A specialist, and founder of the nationally recognized consulting and equity management firm, FP Transitions, David Grau Sr., JD, has created an unmatched resource that will have an enduring and resounding impact on an entire industry.

Empire of the Stars
Empire of the Stars

Author: Arthur I. Miller

Publisher: Houghton Mifflin Harcourt

Published: 2005

Total Pages: 402

ISBN-13: 9780618341511

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A history of the idea of "black holes" explores the tumultuous debate over the existence of this now well-accepted phenomenon, focusing particular attention on Indian scientist Subrahmanyan Chandrasekhar.

Delivering Massive Value
Delivering Massive Value

Author: Matthew Jarvis

Publisher: Perfect Ria, LLC

Published: 2022-11-10

Total Pages: 0

ISBN-13:

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If all the practice consultants and marketing experts have such great ideas to share, why aren't they using them to run their own successful practices? Finally, a book that offers not just ideas but proven strategies for transforming any financial practice into a highly effective value-delivering machine. Practicing financial advisor Matthew Jarvis uses these exact strategies to run his own wildly successful investment firm. Delivering Massive Value outlines a system you can actually replicate to increase your business's efficiency, attract more A-level clients, and build the practice of your dreams. You'll find: Client scripts your team can use today The trials and tribulations of Jarvis' rise to success Simple but powerful ways to consistently offer your clients more value (while taking more vacations) Everything the "investment gurus" won't tell you about what really works Running a top-class investment practice doesn't mean playing the stock market, it means working with a winning system. Say goodbye to underwhelming accounts, after-hours appointments, and endless frustration-with Delivering Massive Value, you'll learn a reliable system that will help you deliver more value to your clients than you ever thought possible.

The Million-dollar Financial Advisor
The Million-dollar Financial Advisor

Author: David J. Mullen (Jr.)

Publisher: AMACOM Div American Mgmt Assn

Published: 2010

Total Pages: 290

ISBN-13: 0814414729

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The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.

The Million-dollar Financial Services Practice
The Million-dollar Financial Services Practice

Author: David J. Mullen (Jr.)

Publisher: Amacom

Published: 2013

Total Pages: 354

ISBN-13: 0814431739

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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. You'll also 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.