Posts Categorized: Tip of the Week

How to Turn Client Service into a Dividend Paying Strategy

During our coaching program, we ask our advisors to introduce the Supernova Service Standards 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 »

Closing the Loop on Client Meetings

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 »

What percent of your clients have a financial plan?

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 »

What is your brand

A good name is more desirable than great riches; to be esteemed is better than silver or gold. Proverbs 22:1 Biblical wisdom and current events recently met in the August 10 Wall Street Journal Marketplace headline story by Suzanne Vranica and Jim Hansegard. These journalists reported that the number 1 brand name in the world,… Read more »

Do you offer your clients exclusivity?

Next to their family and their health, a client’s wealth is probably one of the most important thing in their lives.  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? Sound too familiar? We all want clients who respect what we… Read more »