“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 »
Supernova advisors are always looking for ways to create value for their clients. Here is a quick tip that takes little time and will be greatly appreciated by your clients. When talking to your clients make note of any upcoming trips, business or personal. Follow up with a phone call a few days before… Read more »
It almost goes without saying…Centers of Influence (COIs) who send you a steady flow of high quality referrals are invaluable. Whether they’re other professionals, networkers, or just folks who want to help you succeed, they can introduce you to the “right type” of clients. Yet most advisors report COI relationships that are inconsistent at best…. Read more »
It is important that you know how to describe your ideal client. Why? There are two reasons: 1. Doesn’t it make sense that you know what you are looking for? If you know what you want you have a better chance of finding it? You could waste a lot of time looking for oranges in… Read more »
We conduct so much of our business on the telephone that our telephone technique must be continually reviewed and our etiquette double-checked. Here are 3 quick tips for all your team. Talk slowly—Too many of us rush our speech when on the phone. When you speak more slowly, the conversation takes on a new sense… Read more »
Do you hesitate to ask your clients for introductions? Having an exit line will give you the confidence to ask for that introduction. You are having a great meeting with a client and they say to you, “Rob, I love what you are doing for me and my family. You do a great job.” This… Read more »