Supernova Advanced Learning Library

OFKS Wealth Management Supernova 365

OFKS Wealth Management Supernova 365

15821 Ventura Blvd. Suite 670
Encino, CA 91436

mark.fasano@ubs.com
jason.krishcer@ubs.com
shawn.shafer@ubs.com
venetta.reyes@ubs.com
ryan.godliman@ubs.com
ruben.quezada@ubs.com

Orcutt Fasano Krischer Wealth Management

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Supernova Members Content Archives

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Search through over 200 pieces of members only content. Start typing to expand the results.
Title
100 Clients
11 Screens/Mins & Maxs
12-4-2
24-Month Calendar Topics for Client 12-4-2 Meetings
5 Star Model
7 Critical Conversations to Have with Your Clients: Part 6
7 Critical Conversations to Have with Your Clients: Part 7
8 Things Baby Boomers Are Looking For In An Advisor
A Client Contact Resource File can make your “Touch Base” Calls More Effective
A Great Topic For Your Monthly Client Contacts: Long Term Care Insurance
A Leader’s Role in Building and Coaching Teams
A Process for Perpetual Growth
A Supernova Advisor Stands Out From The Crowd
Acquisition
Acquisition Built on Your Brand
Acquisition Made Easy: A Guaranteed Marketing Method To Open The Best New Accounts Ever!
Acquisition Made Easy: Community Involvement
Acquisition Made Easy: How To Use The Supernova Service Model To Convert Difficult Prospects Into Clients
Acquisition Made Easy: Six Step Process For Getting More Referrals From COIs
Acquisition Made Easy: Steps To Building And Managing A Mastermind Group
Acquisition Multimedia
Adding ‘For Now’ To Your Client Segmentation Script
Adding Value For Your Clients: An Investor’s Guide To Social Security
Adding Value To Your Monthly Touch Calls
Advisor Communication and Empathy in TImes of Crises
Advisors Sharing CA (Indiv SN)
Always use an Evaluation Form at Seminars
American Greed and How to Prevent the Next Bernie Madoff
Appointments
Are All Your Moving Parts Working Together?
Are You A Referral Source For Clients?
Are you giving your clients this level of service?
Are Your Clients Truly Prepared For The Future?
Are Your Energy Levels Sabotaging Performance?
Asking for an Introduction
Available Client Times
Best of the Supernova Coaches
Brilliant Execution Is The Key
Bring The Excitement Back
Building and Managing Your Mastermind Group
Building Your Top Six Centers of Influence
But I can’t give that client away…
Butlers
Can Your Clients Describe Your Service Model?
Cancelled Appointments
Cash Flow Analysis
Client and Prospect Folder Contents
Client Enthusiastic Endorsed Professionals
Client Folder Contents
Client Personal Information Form
Client Scripts For Retaining/Reassigning
Client/Prospect Powerpoint Presentation
Closing the Loop on Client Meetings
Commiting the Time to Grow
Concierge Travel Tip
Confidence Starts With Stepping Outside Of Your Comfort Zone
Corporate Athlete: How Much Sleep Do I Need?
Create Your Own Rituals
Creating a Referable Brand
Creating Your Mastermind Group
Defining An Ideal Client
Deja Vu all over again at Merrill Lynch
Describing Your Value to a Client or Prospect
Developing Strategies For Growth: Rob Knapp & Wiley Wealth Management
Developing Your Center’s of Influence
Differentiate Yourself In The Market Place
Differentiate Yourself in the Marketplace
Differentiate Yourself In The Marketplace
Do You Have A GPS For Your Practice?
Do You Have A Succession Plan In Place?
Do you know your clients’ personality types?
Do you make it easy for your clients to give you referrals?
Do You Offer Your Clients Exclusivity?
Do you properly value your service?
Do you really know your clients?
Do you send follow-up emails after every meeting?
Do You Spend Equal Time With Your Clients’ Spouses?
Do you take enough time off?
Does Your Team Have an Updated Strategic Plan?
Doing Nothing is a Decision
Emphasize the Importance of 12/4/2 Meetings to Your clients
Energize Planning Into Your Practice
Establish Priorities for Your Team
Ever Notice How “One Size Fits All” Never Really Fits At All?
Every Client Deserves to be in Someone’s “A” Book
Every Successful Advisor Needs a Mentor
Financial Advisor’s Folders for Clients and Prospects
Five Star Model: VP of Marketing
Five Steps for Success with Your COIs
Five Steps To Expanding A Niche
Five Steps to Improve Your Social Media Exposure
Five Steps to Organize Your Team and Raise Your Production
Five Steps to Turning Prospects into Clients
Five Ways to Reduce Stress in the Workplace
Focus On Retired Clients
Focus On The Client
Folder Backup
Folder Summary
Folder System: Building a Process to Create Value for Clients
Folders
Folders – Last Word
Folders Help FAs Meet Compliance Standards
Forecasting Growth
Four Best Practices to Retain Clients During a Bear Market
Four Questions For Your Annual Business Planning
Gap Analysis Adds Structure to Your Team
Generating Introductions Audio
Get To Know Your Clients Better Through Planning
Getting An Upgrade
Getting Referrals from Centers Of Influence
Goals
Good to Best
Great Gift for Retiring Clients
Growing Your Social Network
Have You Ever Encouraged a Client to Spend More Money?
Help Parents Lay A Strong Foundation
Helping High Net Worth Clients with their Philanthropy
High-Quality Service = Loyal Clients
Highly Organized Teams Excel at Client Service
Hiring New People For Your Team
Hiring New People For Your Team
How a COI Describes your Service Model
How Can 12-4-2 Help You Determine A Client’s Risk Tolerance?
How can I give that client away?
How Can Junior Advisors Establish Their Credibility On A Team?
How Do You Become a Center of influence?
How Do You Build a Brand that will Raise Your Revenues?
How do you close an in person client meeting?
How Do You Describe A Concierge Practice?
How Do You Free Up Time For Acquisition?
How Does Limiting The Number Of Clients You Have Help You With Referrals?
How much do you know about social security?
How Much Water Will Fit In A Three Gallon Bucket?
How Prepared Are You?
How to Build a Mastermind Group that Expands Your Niche Market
How to Build an Excellent Brand
How to get an A in your Supernova Class
How To Leverage Community Involvement
How to Make Your Work Feel like You’re Hardly Working
How to Turn Client Service into a Dividend Paying Strategy
How To Turn Social Networking Into An Acquisition Tool
How Trustworthy Are Your Recommendations?
I Hate Asking For Referrals
Ideal Clients
ideal day
Importance of Planning
Increase Productivity Through Accountabilitiy
Informed Clients Make Better Decisions
Innovation is the Key to Success
Introduction to the Supernova Process
Iron Dome Defense
It’s Not Where You Work, It’s What You Do
Keep Your Calendar Full of Speaking Engagements
Leadership
Leadership and the Five Star Model
Leadership Series: Getting Your Team Motivated and Keeping Them Focused
Leadership Series: Getting Your Team Organized
Leadership, Core Values and Achieving Excellence
Let’s Talk About Supernova Acquisition
Lets Eat Grandma!
Letting Go: Radical Delegation
Leverage Your Practice Using Stairstep To The Stars
Leverage Your Time
Leveraging A Team
Leveraging Your Practice Through Team Specialization
Leveraging Your Practice Through The Gap Analysis
Leveraging Your Practice Using The Gap Analysis
Long Line, Short Line
Maintaining Networks
Making Concierge a Part of Your Brand (Part 1)
Making Concierge a Part of Your Brand (Part 2)
Making Sense Out of a Bear Market for Our Teammates and Clients
Making The Most Of Supernova Coaching (How To Grow Faster, Quicker and Better)
Making Your Brand Stand Out
Managing Your Practice in an Extremely Volatile Bear Market
Mastermind Groups Overview
Mastermind Your Practice
Monthly Contact
More Focused Service Will Result in Growth
Niche Mastermind Groups
Organization
Our Vision: Revolutionize the Client Experience
Overcoming Objections You May Never Hear
Pfeiffer University Convocation Speech
Plan For Every Client
Planned Process & Rituals
Playboy Representative on Campus
Preparing for Accelerated Growth in the New Year
Preparing for Accelerated Growth in the New Year
Proactive Introductions
Quick but Healthy Snacks
Raise Min
Rapid Response
Reaching Out To Clients Is Critical During Stressful Times
Redefining Service
Reflective Accountability With The Gameboard
Rescuing Lost Clients
Research Shows Three Reasons Clients Fire Their FA
Retirement Planning
Review Your Operations On A Regular Basis
Revolutionize the Client Experience
Rob Knapp UBS Focus Group call 1/15/14
Rolls and Responsibilities on a Supernova Team
Scheduled Calls
Scripting Is Your Team’s Best Friend
Segmentation Is A Continuing Process
Setting New Standards for Elite Advisors
Setting SMART Goals
Setting Up Monthly Client Appointments
Seven Critical Conversations to Have with Your Clients: Part 1
Seven Critical Conversations to Have with Your Clients: Part 2
Seven Critical Conversations to Have with Your Clients: Part 3
Seven Critical Conversations to Have with Your Clients: Part 4
Seven Critical Conversations to Have with Your Clients: Part 5
Seven Ideas for Networking
Seven Steps to Build Your Concierge Practice
Seven Steps to Help Clients Sell Their Family Business
Sharing Your Values With Your Team Results In Increased Growth
Should You Be Running A Concierge-styled Practice?
Should You Be Running A Concierge-Styled Practice?
Six Steps To Getting Introductions From COI’s
Social Media
Stan Craig: What I would do if I were starting over in the business today
Step Outside Your Comfort Zone And Stop Losing Accounts
Stop Phone Tag
Suggested Screens to Segment Your Clients
Supernova Folders Create Value for Your Clients
Supernova has Evolved to Meet the Needs of Top Advisors and their Clients
Supernova Prepares You For Every Market
Supernova Segmentation Scripts
Survival Of The Adaptable
Team Effectiveness Strategies
Team Effectiveness Strategies
Team Leadership
Ted Boots 1937-2008
Ten Best Tips of 2012
The 401k Department Lesson
The 90-6-4-2-2-1 Process
The Awakening
The Butler Way
The Circle of Marketing
The Difference Between Coaching and Criticism
The Five Star Model: VP of Brand and Service
The Five Star Model: VP of Implementation
The Five Star Model: VP of Leadership
The Five Star Model: VP of Planning
The Last Free Lunch On Wall Street
The Magic Of Coaching
The Supernova Five Star Model: A Solution to Risk Management Within Your Business
The Supernova Leader: Developing an Effective Marketing Plan
The Worst Salesman in the World
Three Tips for Better Telephone Conversations
Topic for a Client Meeting: Exercise
Topics For Monthly Update Calls
Topics for Non-Financial Client Conversations
TOTAL Supernova Implementation
Two Simple Strategies for Building Niche Markets
Using the Gameboard and Scoreboard to Accelerate Growth
Using the Inverted Pyramid Concept for Your Team
What are the “Pain Points” in Your Niche Marketing Strategy?
What Are Your Niches?
What do Financial Advisor Teams Have in Common with Trauma Surgery Teams?
What exactly are butlers and why are they important?
What If Clients Push Back On Meeting Once A Month?
What If Your Client Doesn’t Have A Plan?
What is 90-6-4-2-2-1?
What Is the Difference Between a Pipeline and a Sewer?
What Is The Supernova Folder System?
What is your brand
What Is Your Elevator Speech?
What keeps your client up at night?
What Makes You Stand Out From The Crowd?
What percent of your clients have a financial plan?
What to Say to Clients that Overspend
What would I do if I were starting over in the financial services business today?
Where do your clients stand with their financial plans?
Why Coaching Works And Why It Doesn’t
Why Expertise Is The Enemy Of Innovation
Why Form a Team?
Why Hire a Coach?
Why is segmentation so important?
Why should I do business with you?
Will 2013 Be Your Most Successful Year?
You are in Control
Your Clients Will Love It!