Watch these videos for more information on Segmentation: 100 Clients 11 Screens/ Min/Max Explained 12/4/2 Developing Strategies For Growth Differentiate Yourself In The Marketplace Ideal Clients Giving Your Clients Rapid Response
Posts By: Tim Byrnes
Supernova Segmentation Scripts
Download these materials on the download tab or by clicking on them below Script for clients to explain to their old advisor they are leaving Script for clients you are retaining Script for clients you are reassigning Sample letter introducing Supernova to clients Sample letter introducing Supernova to prospects Sample client survey Prospect/New Client Presentation
Rob Knapp UBS Focus Group call 1/15/14
Client Scripts For Retaining/Reassigning
Suggested Supernova scripts for clients you are retaining Suggested Supernova scripts for reassigned clients
Leverage Your Practice Using Stairstep To The Stars
Stairstep To The Stars is a Supernova concept used in the segmentation process. In order to continue to grow while keeping your practice at a maximum number of clients each year you will need to ‘weed out’ those clients that no longer meet your minimum. You do that by giving them to another Supernova advisor… Read more »
How Do You Describe A Concierge Practice?
In a world where corporate sameness or consistency is sought after, where fitting in and conforming is a virtue that is rewarded, it is difficult to find someone or something that is unique and offers more value than simply a duplicate of something else. But it is uniqueness that is sought after by every upscale… Read more »