Posts By: Tim Byrnes
Highly Organized Teams Can Excel at Client Service
Client service is more efficient and consistent when you have your entire team dedicated to the task. As you go through your roster of clients at the weekly team meeting take a minute to do a deeper dive. Pick a few clients each week to discuss their goals, problems and overall financial needs and concerns… Read more »
Folders Document Client History for Compliance
The Supernova Folder system is designed to make it easier for the client and the advisor to see their progress and document all their conversations. We have folder content templates for clients, prospects taking a 90 day free look, butlers, centers of influence, niches and of course for the advisor. Some advisors may want to… Read more »
Turn Your Business COMPLETELY Off for a Couple Days
“I still need more healthy rest in order to work at my best. My health is the main capital I have and I want to administer it intelligently.” – Ernest Hemingway Giving financial advice is serious work. At times, it can be draining. You sometimes end up working at less than your best. For the… Read more »
A Client Contact Resource File can make your “Touch Base” Calls More Effective
The 12-4-2 client contact system includes eight “Touch Base” phone calls during the year. One of the questions we are frequently asked by the advisors we coach is, “What do you talk about?” Here’s one topic: In every city there is at least one newspaper that will have a financial section, a section on health,… Read more »