Advisors who use the folder system give testimonials to its’ effectiveness: “When [Joanne] comes it and drops the 3 folders on my desk for my appointments for the day I know I have to make those calls because she is going to come back and get them at the end of the day and give… Read more »
Physical and digital folders can be worked into the Supernova program. However advisors who have tried it both ways report back to us the physical folders are the most useful. When you have 5 folders on your desk every morning for your 5 meetings you know you are going to make sure those meeting happen…. Read more »
By Rob Knapp How often have you run into a client procrastinating about setting up wills, updating their life insurance, reviewing mortgage rates or even meeting with you? Next to their family and their health, a client’s wealth is probably one of the most important thing in their lives. However they don’t always treat it… Read more »
Centers of Influence (COI’s) are defined as leaders in your community that are willing to give you introductions in exchange for the introductions you give them. Your Centers of Influence will deliver many of your best prospects and clients to you because they like you, trust you, respect your professionalism. How do you cultivate those… Read more »
During our coaching program, we ask our advisors to introduce the Supernova service model to their top clients. This simple conversation re-establishes priorities and lets these clients know how important they are to their advisors’ businesses. It also pays big dividends! One advisor recently told us: One thing I can take away so far is… Read more »
In the Supernova 365 coaching program our clients work on becoming corporate athletes. Why? Corporate athletes perform with less effort and greater efficiency. Energy has four dimensions that work in tandem to make you the best you can be. If you are lacking in any of the four areas your work will suffer. First is… Read more »