Have you ever lost a client you wanted to keep? Here’s a low-key way to try to bring them back. Simply send this note: Dear (PERSONAL SALUTATION), Recently, my team and I hired a consultant to help us revisit our client service model. We decided to make some very significant changes. First, we have decreased the number… Read more »
In Supernova we have coined certain phrases to describe our process that we will teach you in our coaching program. One of these is the term “concierge-sized practice.” But what exactly does that mean? That term was first applied to physician’s services where a membership fee is paid to become an patient of a primary… Read more »
It sounds counterintuitive to say, “I’m going to grow my business by reducing the number of clients I serve”. And yet, that is exactly what happens with Supernova. What happens? Clients benefit from being able to plan ahead which makes them more loyal to you. That leads to introductions and new prospects. Three of the… Read more »
The 12-4-2 client contact system includes eight “Touch Base” phone calls during the year. One of the questions we are frequently asked by the advisors we coach is, “What do you talk about?” Here’s one topic: In every city there is at least one newspaper that will have a financial section, a section on health,… Read more »
There are a few things as refreshing as taking time away from the office. While there are financial advisors who seem to spend a lot of time away there are more advisors who feel that they cannot be away from the office. At Supernova, we believe time away from the office is important. Time with… Read more »
In a world where corporate sameness or consistency is sought after, where fitting in and conforming is a virtue that is rewarded, it is difficult to find someone or something that is unique and offers more value than simply a duplicate of something else. But it is uniqueness that is sought after by every upscale… Read more »