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 »
Posts Categorized: Tip of the Week
Create Your Own Rituals
During the market decline of 1997, only 20% of the Investment Advisors surveyed called their top 100 clients. The reason they gave (75%) was putting out fires. Why did that happen? Lack of discipline? Focus? I don’t think so. From my book cover and other blogs you have learned that I am a Naval Aviator…. Read more »
Do you take enough time off?
There are a few things as refreshing as taking time away from the office. While there are financial advisors who seem to spend a lot of time away there are more advisors who feel that they cannot be away from the office. At Supernova, we believe time away from the office is important. Time with… Read more »
Focus On Retired Clients
Have you ever been out to lunch during the work week and noticed the well-dressed 75+-year-old couple having lunch? She has on jewelry and heels and he is dressed in a 3-piece suit. You wonder why they are out to lunch all dressed up when they are obviously retired and could be anywhere? Seniors often-times… Read more »
Discussing Long Term Care Insurance with Your Clients
Do you remember Dorothy in the Wizard of Oz clicking her ruby slippers and chanting ‘there’s no place like home’ then waking up to find herself back in the warm embrace of Auntie Em? Sadly, most of the people in nursing care facilities (now referred to as independent living retirement communities and senior assisted living… Read more »
Five Ways to Reduce Stress in the Workplace
Do you find yourself dreading to go into the office due to the stess level there? Sometimes that could be due to disorganization. If you spend the day reacting to client calls and other issues instead of organizing yourself so you have no more than 5 client calls a day and aren’t playing phone tag… Read more »