It is critical to your growth to communicate your values and expectations to your team members, whether you are a team of two or twenty. I was coaching an advisor a few months ago and he asked me to intervene between him and his administrative assistant. He was too afraid to talk to her himself and… Read more »
Posts By: Cindy Beuoy
Ever Notice How “One Size Fits All” Never Really Fits At All?
Trying to be all things to all people is a strategy that is proven to fail. Financial service firms have finally realized that truth and decided to go after specific niches in the market. Advisors should do the same. Deepening your role in your niche market can be a rewarding way to not only expand… Read more »
Are you giving your clients this level of service?
I spoke to an advisor recently that told me an interesting story. Just before Kent graduated from college he and his future wife went to the opening of a brand new department store. His fiancee was looking for a gift. She was the kind of person who loved to wrap gifts herself giving each one a personal touch… Read more »
Why Expertise Is The Enemy Of Innovation
One of the tragedies of the financial services business is that we continue to duplicate our mistakes. Here are three mistakes made on the street that you can change right now. We know that the old-fashioned method of cold calling that worked in the 70s, 80s, and 90s is dead. And yet, many firms rely… Read more »
Survival Of The Adaptable
Recently the Supernova team attended a National Speakers Association conference in Tampa, Florida. The opening speaker was Stephen Shapiro. We were not only blown away by his presentation, but also blessed, encouraged and challenged to rethink much of what we are doing each day. A lot of his information translates perfectly to Supernova. Here is… Read more »
How Can Junior Advisors Establish Their Credibility On A Team?
Junior advisor can have a difficult time getting current clients and prospects to see them as an equal on the team. Youth and lack of experience can undermine their abilities. Here are some ideas you can incorporate into winning the confidence of clients and prospects. When you work for a big firm you can take… Read more »