Posts Categorized: Tip of the Week

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 »

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 »