All three books
for $40 – a 20% discount over purchasing them separately!
Segmentation can and should be applied to your practice on a regular basis. Proactive client contact is the number one driver of client satisfaction. Therefore it is the key to retaining your best clients and attracting new clients. The Seven Steps will give you a formula for getting down to your core.
'Organize my practice' is requested by advisors at every level. Organization allows you more time to concentrate on acquisition, client service, and planning. In seven easy steps you will have the tools to regain focus on your practice while giving your clients more service.
7 Steps to Acquisition - What methods do successful Supernova advisors use to grow their practice? Implement our seven strategies to double your AUM without marketing, cold calling or spending more hours at the office.