How to Scale Your Financial Advisory Practice: Integrating Supernova and EOS Frameworks

In this episode of the Advisors Collective Podcast, host Joshua Mauk discusses the benefits of introductions over referrals for financial advisors and shares insights from the book 'Supernova' by Rob Knapp.

Joshua outlines the six key points of the Supernova process, including Client Segmentation, Team-Based Approach, 12-4-2 Framework, Time Management, Client Experience, and Systemization. He then explains how to integrate these Supernova principles with the EOS (Entrepreneurial Operating System) to create a structured and scalable high-performance framework for financial advisory practices.

Key topics covered include client segmentation, building a support team, implementing effective client communication systems, time management strategies, and the importance of systemization in scaling a financial advisory business.