By Rob Knapp How often have you run into a client procrastinating about setting up wills, updating their life insurance, reviewing mortgage rates or even meeting with you? Next to their family and their health, a client’s wealth is probably one of the most important thing in their lives. However they don’t always treat it… Read more »
Centers of Influence (COI’s) are defined as leaders in your community that are willing to give you introductions in exchange for the introductions you give them. Your Centers of Influence will deliver many of your best prospects and clients to you because they like you, trust you, respect your professionalism. How do you cultivate those… Read more »
When you are announcing your new concierge practice to your clients you will have one of two conversations One will be for those clients who don’t meet your minimum and you are recommending they be sent to another advisor or the call center. For those clients that do meet your minimum but you suspect they… Read more »
During our coaching program, we ask our advisors to introduce the Supernova service model to their top clients. This simple conversation re-establishes priorities and lets these clients know how important they are to their advisors’ businesses. It also pays big dividends! One advisor recently told us: One thing I can take away so far is… Read more »
We all know a healthy diet, exercise and regular sleep results in more stamina and sustained energy throughout the day. This is especially important for the corporate athlete. Little things like healthy snacks can make a tremendous difference in balancing your energy level. According to Jim Loehr, “Time can’t be expanded but energy can. If… Read more »
The Supernova Folder system is designed to make it easier for the client and the advisor to see their progress and document all their conversations. We have folder content templates for clients, prospects taking a 90 day free look, butlers, centers of influence, niches and of course for the advisor. Some advisors may want to… Read more »