Roadmaps and directions from a supposedly knowledgeable individual are not quite as helpful as having ready access to a GPS system. But do you have a GPS system for your practice? Without a GPS system you can find yourself in places you do not want to be, opening accounts you do not really want with… Read more »
Posts By: Cindy Beuoy
Gap Analysis Adds Structure to Your Team
The Gap Analysis is used as a tool to help you set goals for your team. It’s a simple way of building a business plan for your team. For Planning, for example, you would ask your team to rank the effectiveness of planning. The first question would be how are we doing in terms of… Read more »
Financial Advisor’s Folders for Clients and Prospects
Financial advisors should create a folder for each client or prospect that gives them a record of that client’s risk tolerance, enthusiastically endorsed professionals, introductions given and received, an agenda and other important information. We have put together a sample of what can go into the folder. To order a sample folder visit the Supernova… Read more »
Client and Prospect Folder Contents
Clients and prospects will appreciate your thoughtful attention to every detail. You will be adding value by giving them a folder they can use to reference their upcoming meetings, agenda, and other information about your team. Click on the link below to access the downloadable file. We recommend using a medical folder that you can… Read more »
Using the Inverted Pyramid Concept for Your Team
The Financial services industry has traditionally followed a sales oriented, transaction based, unstructured approach. Clients would stop by and chat or call in whenever they had a question and their advisor would call them every time he had a new stock or mutual fund or bond to sell them. As advisors started to switch to… Read more »
Advisor Communication and Empathy in TImes of Crises
By Curtis C. Brown, Jr. Consultant Supernova Consulting How are you communicating with your clients and prospects during the Covid-19 crisis and the recent market volatility? First, let’s frame the environment that people are experiencing. They are receiving many conflicting messages and don’t quite know who to believe. This creates an atmosphere of fear and anxiety…. Read more »