Posts By: Cindy Beuoy

Helping High Net Worth Clients with their Philanthropy

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 »

How to Turn Client Service into a Dividend Paying Strategy

During our coaching program, we ask our advisors to introduce the Supernova Service Standards 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 »

What is your brand

A good name is more desirable than great riches; to be esteemed is better than silver or gold. Proverbs 22:1 Biblical wisdom and current events recently met in the August 10 Wall Street Journal Marketplace headline story by Suzanne Vranica and Jim Hansegard. These journalists reported that the number 1 brand name in the world,… Read more »

Do you offer your clients exclusivity?

Next to their family and their health, a client’s wealth is probably one of the most important thing in their lives.  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? Sound too familiar? We all want clients who respect what we… Read more »

How do you close an in person client meeting?

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 and the Five Star Model

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 »