The 24 month calendar is a suggested list of topics FAs can use for their monthly client meetings. In Supernova the Director of Implementation is in charge of the 24-month calendar. He/she coordinates a topic for each month. Preparation includes training the team the month before the topic. The 24-month calendar and call planning process… Read more »
Posts By: Tim Byrnes
Client/Prospect Powerpoint Presentation
Do you need a visual to discuss your new service model? This powerpoint is ready for you to add your own information for any presentation to clients, Center’s of Influence or prospective clients. Click on the link to download this powerpoint presentation: Powerpoint for client or prospect presentations.
Leadership Series: Getting Your Team Motivated and Keeping Them Focused
Leadership Series: Getting Your Team Organized
The 90-6-4-2-2-1 Process
Supernova’s acquisition strategy encompasses seven elements that will make your business grow and flourish in any market. In the following stages you will study and implement these techniques into your practice. The first element is the 90-day free look. Supernova originally suggested you have a 90-prospect pipeline which is a good idea, but for some… Read more »
Growing Your Social Network
As a Financial Advisor, you have to find ways to differentiate yourself from the competition. Your goal as a Supernova Advisor is to develop your practice following a concierge style of personalized service. That includes monthly contact, at a minimum, with your clients and potential clients which will demonstrate to them you value them and… Read more »