There are times when certain terminology sounds right and times when we know it isn’t for us. As a coach, I am always looking for language that works. My basic philosophy is “do what works.” I believe that Rob Knapp is right when he urges FA’s to use the term “concierge–sized practice.” Business Week gave… Read more »
What do you say when someone asks you, “What do you do?” Too many of us give a very poor response, which goes something like, “oh, I work for _____________ firm. I am a financial advisor.” While that may be accurate, it certainly is boring. Very few people come over to us when they hear… Read more »
In his first meeting with a client while going through the Supernova coaching program, one of our FAs explained the refinements he was making to his practice. Among other things, he told the client how important Centers of Influence would be for introductions. To his great surprise, this client (his largest client and a doctor)… Read more »
As part of their branding, Supernova Advisors can tell their clients they have “a multigenerational, planning driven, investment process.” And they deliver on this planning; it’s central to their client service model. 100 percent of a Supernova Advisor’s clients have a plan. In many cases, these plans help drive a significant part of the advisor’s growth. Think… Read more »
When you are doing a seminar or a presentation before any group, everyone in the audience will usually belong to another group who may also need a speaker. A little known secret to expanding your seminar presentations is to let this audience get your next audience. Here’s the tip. As you bring your presentation to… Read more »
According to the BrandZ Top 100, the top brand in the world is Apple. That is no accident. Even the name and the symbol were designed to build a brand. It was not always successful but the brand stood for innovation, creativity and cool. Although Microsoft, Hewlett-Packard and Motorola had products in the marketplace far… Read more »