One of the advisors I was working with told me this story: “A client came in for a meeting and seemed very nervous and distracted. So rather than assuming it was the experience with me that was bothering him, I asked him if there was anything he would like to talk about before we got… Read more »
No matter where or when you are speaking to a group, always distribute an evaluation form to be completed and returned by the end of your presentation. You can have this form available and handed out as your guests enter the room or pass them out before you conclude; it depends on the size of… Read more »
Financial advisors should always be looking for opportunities to help their clients in terms of saving them money. You not only deepen your relationship with your clients you provide another reason for them to see your value and referability. This time of year many individuals and families are in a philanthropic mode. How do wealthy… Read more »
Many advisors have developed a stronger connection to their clients with this simple step. After you make a great presentation but you sense the client may be holding something back. Your client may not speak up about something that is bothering them or they are uncomfortable speaking about personal concerns in the office. Try walking… Read more »
Leadership is absolutely critical to creating a perpetual growth machine. One of the key components of leadership in the Supernova program is making a senior member of your team responsible for one of the 5 key areas (known as the Five Star model) of your practice. Those five areas are: Affects the client: 1. Planning… Read more »
Seth Godin, marketing guru, separates the different steps of marketing in his blog: “Most amateurs and citizens believe that marketing is the outer circle. Marketing = advertising, it seems. The job of marketing in this circle is to take what the factory/system/boss gives you and hype it, promote it and yell about it. This is… Read more »