This week we will review the role of the VP of Implementation. What are the qualities of a good implementor? Reviews the plan and implements it. Acts as quality assurance leader by being able and willing to oversee the implementation of the team’s strategy consistently across the board for every client. Loves the investment process and typically has a CIMA certification. Here… Read more »
Posts By: Cindy Beuoy
The Five Star Model: VP of Planning
The Supernova Leadership Five Star Model equips a team to be more efficient and grow at an accelerated rate through accountability of their actions. The Supernova process assigns certain responsibilities to team members by making them “Vice Presidents” of an area and then holds them responsible for specific actions related to that area. Separation of duties increases the… Read more »
Do You Spend Equal Time With Your Clients’ Spouses?
A recent survey by Morgan Stanley Wealth Management found that financial advisors that work with high net worth married couples on collaborating key decisions have a better relationship with both parties. “The days when most financial decisions in a household were made unilaterally are clearly over, and financial advisors recognize that face,” said Shelley O’Connor,… Read more »
The Supernova Five Star Model: A Solution to Risk Management Within Your Business
Supernova introduced the Five Star Model as an efficient way to organize an advisor’s team. The “Five Stars” refers to the five key areas of responsibility of your practice. The ‘Vice President’ assigned to each ‘star’ is held accountable for the performance in their respective areas and is measured by the Gameboard. If the team… Read more »
7 Critical Conversations to Have with Your Clients: Part 7
To Purchase Stan Craig’s book click here.
7 Critical Conversations to Have with Your Clients: Part 6
 : To listen to Part 7 CLICK HERE