Posts By: Tim Byrnes
Setting New Standards for Elite Advisors
Rob Knapp and Matt Oechsli, Oechsli Institute discuss trends in business development, time management, relationship management, team building, social media and client loyalty in this hour long webinar.
Five Steps to Turning Prospects into Clients
Does your client acquisition strategy need some legs? Are you lacking a consistent process to bring in new clients? Many advisors are very good at creating the networks in order to generate new business but they may lack consistent strategies necessary to bring prospects across the finish line to becoming a client. One of the most important tenents… Read more »
The Five Star Model: VP of Leadership
The Supernova Leadership Five Star Model equips a team to be more efficient and grow at an accelerated rate through accountability of their actions. The Supernova process assigns certain responsibilities to team members by making them “Vice Presidents” of an area and then holds them responsible for specific actions related to that area. Separation of duties increases the… Read more »
Five Star Model: VP of Marketing
The Supernova Leadership Five Star Model equips a team to be more efficient and grow at an accelerated rate through accountability of their actions. The Supernova process assigns certain responsibilities to team members by making them “Vice Presidents” of an area and then holds them responsible for specific actions related to that area. Separation of duties increases the… Read more »
Every Client Deserves to be in Someone’s “A” Book
Supernova has three primary goals: Increase the focus on the practice. Bring balance to the FAs/CSAs life. Significantly grow the practice. In order to accomplish those goals, the FA must segment their practice. What that means is they have to reduce the number of clients. When an FA segments, everyone wins. The clients who are… Read more »