Posts By: Cindy Beuoy

Suggested Screens to Segment Your Clients

Supernova Sample Screens for Segmenting Clients © 1. Account by production 2. Value of assets 3. Are they likeable? Do they treat my staff well? 4. Are they trustworthy? 5. Do they fall into one of my niches? 6. Do they accept my recommendations? 7. Is there profitability in this account? 8. Is there an… Read more »

The Worst Salesman in the World

By Rob Knapp, President, Supernova Consulting Group We all want change, except when it comes to us changing. This past Presidential election was all about wanting change. We are all very excited to “drain the swamp” because we love the idea of creating change for others. Let’s drain their swamp, not ours. We all know… Read more »

Five Steps to Turning Prospects into Clients

Does your client acquisition strategy need some legs? Are you lacking a consistent process to bring in new clients? Many advisors are very good at creating the networks in order to generate new business but they may lack consistent strategies necessary to bring prospects across the finish line to becoming a client.  One of the most important tenents… Read more »