You walk into a meeting with a prospect. You are excited because you know this person is unhappy with his present advisor. You have your pitch book complete with both pie charts and bar charts. You know how you are going to start the conversation. In short, you are excited and prepared. You sit down… Read more »
Financial advisors should always be looking for opportunities to help their clients in terms of saving them money. You not only deepen your relationship with your clients you provide another reason for them to see your value and referability. This time of year many individuals and families are in a philanthropic mode. How do wealthy… Read more »
A niche is a group of clients who have a common profession or common interest. Common professions are business owners and medical professionals. We have coached FAs who have a niche in “people who enjoy photography” and another who had a niche with deep water fisherman or baseball. When like to spend time with our… Read more »
A mastermind group is a terrific opportunity for you to build long term relationships with leaders in your community. During this audio presentation listen to Rob Knapp and Rob Brown expand on the topic. Here is a brief overview of the main points we cover in this recording: A Mastermind group is a tool you… Read more »
One of the trademarks of the Supernova client service model is the way our advisors utilize monthly contacts (we call it 12\4\2) to help their clients accomplish both their short-term and long-term goals. Instead of random calls and meetings, our client contact discipline turns advisor\client interactions into an ongoing string of conversations. This month’s call effortlessly picks up on… Read more »
A good name is more desirable than great riches; to be esteemed is better than silver or gold. Proverbs 22:1 Biblical wisdom and current events recently met in the August 10 Wall Street Journal Marketplace headline story by Suzanne Vranica and Jim Hansegard. These journalists reported that the number 1 brand name in the world,… Read more »