No matter where or when you are speaking to a group, always distribute an evaluation form to be completed and returned by the end of your presentation. You can have this form available and handed out as your guests enter the room or pass them out before you conclude; it depends on the size of… Read more »
What to do for the client who is retiring and has everything. Once you retire completely, most retirees start to take their health seriously. “Younger Next Year” by Chris Crowley and Henry Lodge, M.D. is a great gift that could change their life. Live Strong, Fit and Sexy—-Until Your 89 and Beyond is the basic… Read more »
You walk into a meeting with a prospect. You are excited because you know this person is unhappy with his present advisor. You have your pitch book complete with both pie charts and bar charts. You know how you are going to start the conversation. In short, you are excited and prepared. You sit down… Read more »
I recently had a conversation with an FA who told me of bringing in a $13 million relationship. He said he had called on the prospect for five years. When I asked him how he managed to stay engaged for such a long period of time he told me that he really got to know… Read more »
One of the trademarks of the Supernova client service model is the way our advisors utilize monthly contacts (we call it 12\4\2) to help their clients accomplish both their short-term and long-term goals. Instead of random calls and meetings, our client contact discipline turns advisor\client interactions into an ongoing string of conversations. This month’s call effortlessly picks up on… Read more »
As part of their branding, Supernova Advisors can tell their clients they have “a multigenerational, planning driven, investment process.” And they deliver on this planning; it’s central to their client service model. 100 percent of a Supernova Advisor’s clients have a plan. In many cases, these plans help drive a significant part of the advisor’s growth. Think… Read more »