Posts Categorized: Acquisition

Closing the Loop on Client Meetings

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 »

What is your brand

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 »

How do you close an in person client meeting?

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 »

Five Steps for Success with Your COIs

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 »

The Supernova Leader: Developing an Effective Marketing Plan

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 »