The role of VP of Brand/Service is a very important one. This person is responsible for brand consistency through: Monitoring Segmentation Rapid Response to client issues Overseeing the scheduling of 12-4-2 client appointments Compliance issues Your Brand is proactive client contact (12-4-2), rapid response to client’s issues and multi-generational planning. “It is very difficult to… Read more »
Posts Categorized: Leadership
The Five Star Model: VP of Implementation
This week we will review the role of the VP of Implementation. What are the qualities of a good implementor? Reviews the plan and implements it. Acts as quality assurance leader by being able and willing to oversee the implementation of the team’s strategy consistently across the board for every client. Loves the investment process and typically has a CIMA certification. Here… Read more »
The Five Star Model: VP of Planning
The Supernova Leadership Five Star Model equips a team to be more efficient and grow at an accelerated rate through accountability of their actions. The Supernova process assigns certain responsibilities to team members by making them “Vice Presidents” of an area and then holds them responsible for specific actions related to that area. Separation of duties increases the… Read more »
Sharing Your Values With Your Team Results In Increased Growth
It is critical to your growth to communicate your values and expectations to your team members, whether you are a team of two or twenty. I was coaching an advisor a few months ago and he asked me to intervene between him and his administrative assistant. He was too afraid to talk to her himself and… Read more »
Why Expertise Is The Enemy Of Innovation
One of the tragedies of the financial services business is that we continue to duplicate our mistakes. Here are three mistakes made on the street that you can change right now. We know that the old-fashioned method of cold calling that worked in the 70s, 80s, and 90s is dead. And yet, many firms rely… Read more »
Survival Of The Adaptable
Recently the Supernova team attended a National Speakers Association conference in Tampa, Florida. The opening speaker was Stephen Shapiro. We were not only blown away by his presentation, but also blessed, encouraged and challenged to rethink much of what we are doing each day. A lot of his information translates perfectly to Supernova. Here is… Read more »