Earlier this year I was coaching an FA. The FA had gone through Phase 1 Supernova training but was still not where he wanted to be from an organization standpoint. He liked his CSA a lot but didn’t feel that everything he needed to be done was getting done. I asked him a question that… Read more »
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 »
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 »
“Leaders of organizations often use the expression, ‘Think outside the box’ when urging their employees to innovate. The belief that eliminating constraints and allowing people to think freely will increase creativity. Instead of telling employees to think outside the box give them a ‘better box’ to innovate inside of. These constraints will actually increase creativity… Read more »
Do you have to call a client or prospect two to three or even more times before you connect with them? Phone tag is one of those insidious time wasters most people accept as part of doing business. But you don’t have to! When you apply a systematic approach to communicating with your clients and… Read more »
Wondering what you should put in your folders? The Supernova Folder system lists detailed pages on what to put in your Client, Prospect, COI, Mastermind Group and other categories. Folder contents for Advisors and Clients