The Supernova Advisor by Rob Knapp. Book Summary.
Here’s a quick summary of the book The Supernova Advisor by Rob Knapp. If you're a financial advisor and you're looking for one of the following things, this could be worth a read for you.
You’d like to have a better communication process for your clients.
This book gives you a method to make sure that your best clients get the right amount of communication from you. And, it also details what to discuss in each one of those contact points.
You want to be sure you’re offering the right service to the right clients.
Knapp outlines how to set up a system to segment your clients into three or four groups, so that you can make sure you're delivering the right service to each group.
You’re looking to do less operations and more client connecting.
Chapter four has some ideas about setting up an organizational chart and job descriptions, as well as who you should hire next in your business.
The rest of the book also has some good takeaways on referrals, efficient planning for clients, and how to grow your firm.