Advisors who use the folder system give testimonials to its’ effectiveness: “When [Joanne] comes it and drops the 3 folders on my desk for my appointments for the day I know I have to make those calls because she is going to come back and get them at the end of the day and give… Read more »
The Supernova vision is to “Revolutionize the Client Experience” — not just in the financial services industry, but in all professional service industries. Considering the state of service in the world today, this is a huge task. Since my primary knowledge is financial services, our focus begins there for now. What is the state of… Read more »
Physical and digital folders can be worked into the Supernova program. However advisors who have tried it both ways report back to us the physical folders are the most useful. When you have 5 folders on your desk every morning for your 5 meetings you know you are going to make sure those meeting happen…. Read more »
Every Supernova FA or team has a powerful tool to demonstrate value to clients, prospects and centers of influence. It is the surprisingly simple Supernova folder system. No…not the folder system from the dawn of manila folders; the bulging and beat-up pale yellowish tan flimsy paper ones. Not those folded, creased, and bent out of… Read more »
“Sometimes the questions are complicated and the answers are simple.” – Theodor “Dr. Seuss” Geisel Do you ever scramble at the last minute to get ready for an appointment that has been on your schedule for weeks? Despite your best efforts, some or maybe even all of your preparation is saved for the 30 minute… Read more »
The process of segmentation is more complex than some may initially assume. While some advisors and firms may advocate for simply dividing your book into categories based on revenue or assets, this approach is not true segmentation. At Supernova, segmentation involves identifying your ideal clients – those who will receive first-class, concierge-level service. These are… Read more »