Posts Categorized: Tip of the Week

The Last Free Lunch On Wall Street

You don’t build a practice by denigrating your prospect’s current advisor.  In Supernova we suggest you talk about what you do, demonstrate that you do it and let the prospect compare your brand with what they are now receiving. A great example is being in front of a prospect and asking the differentiating question, “How… Read more »

Why should I do business with you?

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 »

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 »