Posts Categorized: Tip of the Week

How do you close an in person client meeting?

Many advisors have developed a stronger connection to their clients with this simple step. After you make a great presentation but you sense the client may be holding something back.  Your client may not speak up about something that is bothering them or they are uncomfortable speaking about personal concerns in the office.  Try walking… Read more »

Do you properly value your service?

Having the confidence that you add real value to client relationships enables you to charge more for your services – a fair price that truly represents your efforts. The Supernova process gives you that confidence because you, as an advisor, know that you provide an unparalleled client experience, especially when you follow our 12/4/2 model… Read more »

Good to Best

It is gratifying when others reinforce your work. Maya Ivanova, in an article in Investment Advisor Magazine, explains that the best RIA/FA Firms(Teams) have several things in common. In a study of all RIAs, her firm Rydex AdvisorBenchmarking concluded that the top 26 were rather unique verses the others in the difficult year 2008: They… Read more »