In this March 2020 webinar, Supernova Consulting Group president Rob Knapp addresses financial advisors during a period of market volatility, sharing strategies for maintaining professional effectiveness and client relationships. He emphasizes Supernova's core principles, particularly the "12-4-2" client contact approach as a baseline for communication, while suggesting even more frequent contact during volatile periods. Throughout the presentation, he stresses the need for financial advisors to stay informed with accurate facts, maintain emotional intelligence, practice servant leadership, and take care of their own well-being through proper sleep, diet, and exercise to maintain an "ideal performance state" that enables them to better serve their clients during challenging market conditions.

How do you explain to clients that you’re shifting to fewer clients for higher-level service? Start with honesty and a clear plan. By reassessing your practice, you’ve chosen to prioritize exceptional service—multi-generational planning, full implementation, and rapid problem resolution—delivered through a structured twelve-appointment process. This strategy ensures every client gets the attention they deserve. In this post, we’ll share how to communicate this transition, reassure top clients, and thoughtfully refer others, turning a tough conversation into a testament to your commitment to excellence.

Have you ever wondered why meeting agendas and executive summaries are non-negotiable for successful financial advisors? Beyond just organizing the conversation, these tools provide a roadmap for action, accountability, and differentiation in a competitive market. A well-crafted agenda ensures your clients stay aligned with their financial plan, while executive summaries demonstrate your meticulous attention to detail and commitment to follow-through. Together, they show clients you’re not just their advisor—you’re their CFO, working in tandem with them as the CEO of their financial future. In this video, we’ll explore how using these simple yet impactful tools can elevate your client relationships, instill trust, and make you more referable in a crowded industry.

Financial advisors often come to us with a simple yet critical request: “Help me get organized and keep me organized.” But what’s the secret sauce to achieving and maintaining true organization in your practice? The answer lies in empowering your team—specifically, your trusted client service associate or administrator. By flipping the traditional pyramid and putting your sales assistant in control of the day-to-day operations, you create a sustainable system that frees you to focus on high-value activities. This is more than delegation; it’s about redefining roles and embracing the power of a practice manager to run the business efficiently. In this video, we’ll dive into the transformative approach of the inverted pyramid, the division of labor that raises productivity, and why empowering your team is the key to lasting success.

Leadership is the cornerstone of the Supernova model, shaping how we lead ourselves, our teams, and even our communities. In this session, we dive deep into what it means to be a servant leader—someone who serves by empowering others, fostering growth, and building a culture of trust and excellence. We explore actionable strategies, including the transformative 12-4-2 process for personal and professional development, goal-setting techniques, and the importance of aligning your team with core values. Plus, we unpack the powerful mantra, "Release human potential by choosing growth over fear," and discuss how courage and trust can redefine your leadership journey. Ready to take your leadership to the next level? Watch the full video now and discover how to unlock the potential in yourself and those around you.