Supernova advisors use their client’s recommended professional advisors as centers of influence. One of those advisors might be a concierge travel guide. Plan a trip or cruise to an exotic location with your local concierge travel guide and help them promote it by inviting clients and prospects to come along. Some affluent people hesitate to… Read more »
During the market decline of 1997, only 20% of the Investment Advisors surveyed called their top 100 clients. The reason they gave (75%) was putting out fires. Why did that happen? Lack of discipline? Focus? I don’t think so. From my book cover and other blogs you have learned that I am a Naval Aviator…. Read more »
There are a few things as refreshing as taking time away from the office. While there are financial advisors who seem to spend a lot of time away there are more advisors who feel that they cannot be away from the office. At Supernova, we believe time away from the office is important. Time with… Read more »
Steve Long and Andy Reiss, Supernova Every aspect of our daily lives has been impacted in the past year by the Covid 19 pandemic. We have adapted our regular practices and patterns to accommodate the medical and emotional toll that many of us have faced. We all would agree that the past year has been… Read more »
Have you ever been out to lunch during the work week and noticed the well-dressed 75+-year-old couple having lunch? She has on jewelry and heels and he is dressed in a 3-piece suit. You wonder why they are out to lunch all dressed up when they are obviously retired and could be anywhere? Seniors often-times… Read more »
Steve Long and Andy Reiss, Supernova There are five distinct principles of the Supernova process that every advisory team must embrace to be fully immersed in improving their business. Those five principles of Segmentation, Organization, Acquisition, Planning and Leadership are all essential to improving the client experience and improving the overall success of the business…. Read more »