Posts Categorized: Leadership

Leadership and the Five Star Model

Leadership is absolutely critical to creating a perpetual growth machine. One of the key components of leadership in the Supernova program is making a senior member of your team responsible for one of the 5 key areas (known as the Five Star model) of your practice. Those five areas are: Affects the client: 1. Planning… Read more »

The Supernova Leader: Developing an Effective Marketing Plan

Developing an Effective Marketing Plan for your Companies (How to do it not just what to do) 1. Identify your top 25 companies both public and private in your target market 2. Cross reference the names against FA’s in your office i.e. corporate accounts, CEO’s, CFO’s 3. Identify investment banking relationships and match up to… Read more »

The Awakening

(reprinted from Larry Wilson’s workbook) A time comes in your life when you finally get it… when in the midst of all your fears and insanity you stop dead in your tracks and somewhere the voice inside your head cries out—“ENOUGH!” Enough fighting and crying or struggling to hold on. And, like a child quieting… 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 »

Pfeiffer University Convocation Speech

On behalf of the Board of Directors and all the members of the Pfeiffer Family, I would like to welcome you, the Class of 2013, to Pfeiffer University for what will be one of the most meaningful experiences of your life. I would like to thank Dr Ambrose and Dr Espy for giving me this… Read more »