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 »
When you are doing a seminar or a presentation before any group, everyone in the audience will usually belong to another group who may also need a speaker. A little known secret to expanding your seminar presentations is to let this audience get your next audience. Here’s the tip. As you bring your presentation to… Read more »
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 »
Our vision is to “Revolutionize the Client Experience,” not just in financial services but in all professional services. Considering the state of service in the in the world today, this is a huge task. Since my primary knowledge is financial services, our focus is there for now. What is the state of the financial services… Read more »
It used to be that you had to go to meetings to share ideas. With today’s Blogs you can pick up great ideas right off the web. Our job is to find these ideas for you. Here is a blog that reinforces our Acquisition model where we commit to spending as much as 50% of… Read more »
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 »