Organization is Critical to Growth
“Get Me Organized and Keep Me Organized” Rob Knapp
“Either you run the day or the day runs you.” Jim Rohn
Largely in the past the financial services industry followed a sales oriented, transaction based, unstructured approach. Clients would stop by and chat or call in whenever they had a question and their advisor would call them every time he had a new stock or mutual fund or bond to sell them.Teams that operated like an emergency room on a full-moon Saturday night knew they needed a bullet-proof organizational system and Supernova gave them the structure they desperately needed. In an era when pandemics and other distractions make it even more difficult to grow, the Supernova process is a framework for a successful practice.
It all started with scheduling monthly client contact. Rob Knapp coined it ” 12-4-2″ which stands for monthly appointments with four reviews of which two are in-person. In this Masterclass you will learn how to use this simple structure to your advantage and keep your clients and team on track. Clients will appreciate the high level of service you are giving them. Your team will have more time to complete their tasks because there will be less phone tag. Finally, you will have the peace of mind knowing you are serving your clients at a high level.
What You’ll Learn
- Setting up client monthly contact
- How to set up the 24 month calendar to create topics for client meetings
- Setting up a meeting agenda and executive summary
- Turning over scheduling to your administrative assistant
- Setting up folders and folder templates
- Scheduling client calls
Testimonial
“Supernova has allowed us to deepen our relationships with existing clients and manage our time more wisely. This has been achieved by having a process in place where every client has a financial plan, a disciplined investment strategy, and regular contact which provides them peace of mind and comfort in sharing their experience with friends and family. This has led to referrals, without even asking.”
Kim Fogg, IN
