Posts Categorized: Acquisition

8 Things Baby Boomers Are Looking For In An Advisor

Every 7 1/2 seconds another American turns 65. This current generation of baby boomers has more wealth, will transfer more assets and is more thoughtful about financial matters than any other generation before or coming behind. Baby boomers, those born between 1946 and 1964, are the largest demographic group in American history. They’re coming your… Read more »

Redefining Service

There is a mistaken opinion that is as old as the model T but is still followed as if it were the latest idea. The thought is this – service follows a sale. This is a bad idea but too many are still acting as if it were true. Years ago Regis McKenna wrote, “Service… Read more »

Confidence Starts With Stepping Outside Of Your Comfort Zone

“In the end, we only regret the chances we didn’t take, the relationships we were afraid to have, and the decisions we waited too long to make.”  Anonymous Let’s face it, we all want to be comfortable in life. At times factors such as managing change, reaching new levels of performance, establishing stretch goals can… Read more »

Lets Eat Grandma!

You can take the words ‘lets eat grandma’ in two ways depending on where you put the comma. One way “Let’s eat grandma’ sounds like you are actually going to consume grandma however if you write “Let’s eat, grandma” it sounds like you are inviting her for dinner. Our tools are our words, so getting… Read more »

Concierge Travel Tip

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 »