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 »
Many advisors have developed a stronger connection to their clients with this simple step. After you make a great presentation but you sense the client may be holding something back. Your client may not speak up about something that is bothering them or they are uncomfortable speaking about personal concerns in the office. Try walking… Read more »
When you are doing a seminar or a presentation before any group, everyone in the audience will usually belong to another group who may also need a speaker. A little known secret to expanding your seminar presentations is to let this audience get your next audience. Here’s the tip. As you bring your presentation to… Read more »
Developing an Effective Marketing Plan for your Companies (How to do it not just what to do) 1. Identify your top 25 companies both public and private in your target market 2. Cross reference the names against FA’s in your office i.e. corporate accounts, CEO’s, CFO’s 3. Identify investment banking relationships and match up to… Read more »
Having the confidence that you add real value to client relationships enables you to charge more for your services – a fair price that truly represents your efforts. The Supernova process gives you that confidence because you, as an advisor, know that you provide an unparalleled client experience, especially when you follow our 12/4/2 model… Read more »
According to the BrandZ Top 100, the top brand in the world is Apple. That is no accident. Even the name and the symbol were designed to build a brand. It was not always successful but the brand stood for innovation, creativity and cool. Although Microsoft, Hewlett-Packard and Motorola had products in the marketplace far… Read more »