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 »
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 »
Supernova is a brand that you can market to your Centers of Influence (COIs). When they refer you to a prospect you can guarantee the level of service you will give to that referral. During this audio presentation, listen to Rob Knapp and Rob Brown expand on the steps. Here’s a brief overview of the main… 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 »