Supernova is a planning based program to redefine the client experience. 12-4-2 is the model for exceptional client service. Having a planning based investment process means that your practice will address client needs directly and as specifically as the plan finds them. Plus, the plan means that you will have a guide for your client’s… Read more »
Posts By: Stan Craig
Three Tips for Better Telephone Conversations
We conduct so much of our business on the telephone that our telephone technique must be continually reviewed and our etiquette double-checked. Here are 3 quick tips for all your team. Talk slowly—Too many of us rush our speech when on the phone. When you speak more slowly, the conversation takes on a new sense… Read more »
Get To Know Your Clients Better Through Planning
The business of financial services has been described in a number of ways. But one thing that is consistent is this-this is a business of relationships. In order to build the most effective relationships with our clients and provide the very best in financial services, planning has never been more important. In one of my… Read more »
Emphasize the Importance of 12/4/2 Meetings to Your clients
Here is a suggestion on how to teach your clients that their monthly 12/4/2 appointments are important to them and to you. At the end of every contact, even with those clients you speak to regularly, be sure and add this script: “I will send you an email summarizing our time together today (see sample in… Read more »
Getting An Upgrade
It is always pleasant news when we are flying to have the gate attendant tell us that we have been upgraded to first class. It is far more comfortable to be seated where the service is better, the attention to detail and the availability of special snacks, food or drink makes the trip all the… Read more »
A Supernova Advisor Stands Out From The Crowd
What is it that makes your practice distinctive, how are you and your team different from everyone else that your prospect has spoken to? What is it that makes you stand out from the crowd? Why should your prospects and referrals do business with you? It is not enough to talk about pricing, trading, research,… Read more »