We are all very aware that recommendations may not work as described. The risk is there for even our most researched and carefully thought out sales. But they are sales. A wise man once said, “Investments are not bought, they are sold.” While there are certainly exceptions, we are all here because we are good… Read more »
There are times when certain terminology sounds right and times when we know it isn’t for us. As a coach, I am always looking for language that works. My basic philosophy is “do what works.” I believe that Rob Knapp is right when he urges FA’s to use the term “concierge–sized practice.” Business Week gave… Read more »
There is a saying among venture capitalist, “Ideas are cheap, it is the brilliant execution of the ideas that make people millions.” Steve Job’s brilliance was the execution of good ideas. Lots of people wanted a better phone, he brought it to market. Lots of people wanted a better service model, we created Supernova. It… Read more »
What do you say when someone asks you, “What do you do?” Too many of us give a very poor response, which goes something like, “oh, I work for _____________ firm. I am a financial advisor.” While that may be accurate, it certainly is boring. Very few people come over to us when they hear… Read more »
You can’t help but be impressed by the success that Israel had in protecting it’s population from the thousands of rockets raining down on it by the Hamas. The system they developed in less than five years is called the Iron Dome (check it out on Youtube). It has the ability in 15 seconds to… Read more »
In his first meeting with a client while going through the Supernova coaching program, one of our FAs explained the refinements he was making to his practice. Among other things, he told the client how important Centers of Influence would be for introductions. To his great surprise, this client (his largest client and a doctor)… Read more »