
The Supernova Advisor : Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth.
Title:
The Supernova Advisor : Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth.
Author:
Knapp, Robert D.
ISBN:
9780470257968
Personal Author:
Edition:
1st ed.
Physical Description:
1 online resource (161 pages)
Contents:
The Supernova Advisor -- Contents -- Foreword -- Acknowledgments -- Introduction: Stepping onto the Invisible Bridge -- Chapter 1: The Trouble with Success -- Pareto's Discovery and the Beginning of the Vital Few -- Because the Money Kept Coming -- Chapter 2: Contact -- "Talk to Me-Here's When" -- What Drives Exceptional Service -- Doing the Math on Client Contact -- The Supernova Contact Ritual: 12/4/2 -- Contact Is Not Discipline-It's Ritual -- Let's Refocus -- Chapter 3: Segmentation -- Segmentation -- "You're on Service Probation" -- The First Hurdles -- Segmentation 101 to 401 -- Segmentation Isn't Subtle -- The 11 Screens -- Client Upgrades, Client Handoffs -- Min/Max -- Grow the Team with the Business -- Chapter 4: Organization -- Inverting the Org Chart -- An Update on the "Permanent Record" -- A Day in the Life -- The CA Owns the Calendar-Period -- The Bank of Trust: Now Accepting Deposits -- The Greatest Time-Saver Ever: Batch Processing -- Ritual over Discipline -- Golfers and Compliance Officers -- "It's What We Are Referred On" -- Chapter 5: Planning -- What Money Can't Buy -- Beyond Binders -- Planning Is Meaning with Deadlines -- Planning and Implementation: Joined at the Hip -- Your Family CFO -- Planning Deepens and Protects Your Relationship -- Investing as Nonhero -- The Coach: You -- The Family Office, Reimagined -- Chapter 6: Acquisition -- Supernova Is Growth -- Growth in a Minimum/Maximum Environment -- The Mantra: Service and Growth -- The Referral Mind-set -- Putting Wheels on the Best Ideas -- Go to the Folder -- Diving in Vertically -- Professional Networking at Supernova Speed -- Who Has the Time? -- Chapter 7: Leading the Practice -- Three Reasons to Change -- Lessons from the Nation's Best Dental Practice -- The Supernova Gameboard -- Reflective Accountability -- Why People Change.
The Bank of Trust, Internal Branch -- Who's the Boss? -- Do More with Less-Really -- Implementation Is Experimentation -- Final Thoughts on Moving Forward -- About the Author -- Supernova Consulting Group -- Supporting the Knapp Scholars -- Index.
Abstract:
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.
Local Note:
Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2017. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries.
Genre:
Electronic Access:
Click to View