The supernova multiplier : 7 Strategies for financial advisors to grow their practices / by Rob D. Knapp
By: Knapp, Robert D.Publisher: Hoboken, N.J. : JOHN WILEY & Sons, 2019Description: 224 p. : electronic resource.ISBN: 9781119539773; 1119539773.Subject(s): Financial advisory services | Client relationships | Public practice | Strategy | Accounting firmsOnline resources: Download as an eBook
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Hitting the wall -- Organize and operate - Raising our productivity by maximizing our efficiency -- Giving more and keeping score -- 90 days 90 prospects -- Using centers of influence to grow your practice -- Niches -- Mastermind groups -- Niche mastermind groups - a radical idea -- Giving to give -- Leveraging debt to your client's advantage -- The art of asking for and getting introductions -- The branch manager's role as a supernova multiplier -- Enthusiastically endorsed resources.
Presents a strategy to rapidly grow a financial services practice. Examines how to efficiently manage time, improve client satisfaction and structure a practice around high-value activities. Discusses how to develop and implement proactive planning strategies with both your team and clients.