The Supernova client promise includes a commitment to a regularly updated financial plan. If you have not been running a planning based practice, it may take 6 to 12 months to put a plan together for those core clients you choose to have as part of your practice. This article outlines a simple process for… Read more »
When an advisor decides to segment their book they are faced with difficult choices. They want to have more time to take care of their best clients but find it hard to give away the smaller clients due to a variety of reasons. Many advisors have gone into their book and identified their ideal clients,… Read more »
“Patience, persistence and perspiration make an unbeatable combination for success.” – Napoleon Hill Networking is an integral part of many financial advisors plans for growing their businesses. In fact, when I ask advisors to indicate their primary sources for acquiring new clients, invariably networking or some form of social prospecting is high on the list. … Read more »
How many times have you had a conversation with someone, perhaps even your spouse, child or friend, where later you both had a different understanding of what was said? Communication is one of the most difficult aspects of language. No matter what language you speak, subtle nuances can make a huge difference in meaning from… Read more »
We live in a busy world. Unless we take action, activity, both urgent and non-urgent, will fill every minute of the day. I will give you an example. In this example you have a three gallon bucket, a garden hose and three bricks. You turn on the garden hose and begin to fill the bucket. … Read more »
How do you first create value when you are asking for referrals? One way is to make clients more familiar with your message. Explaining to a client that you give first class service to only 100 clients with 12 yearly appointments (once a month) 4 of those being quarterly reviews and 2 of those quarterly… Read more »