Posts By: Stan Craig

What If Your Client Doesn’t Have A Plan?

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 »

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 »