What would you do if you knew you couldn’t fail? Supernova teams incorporates business planning into their model and continually tweak it to keep up with current conditions. They plan an annual two day meeting, 4 quarterly 1/2 day meetings, a weekly 1 hour meetings and daily 10 minute stand up meetings to create, customize… Read more »
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 »
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 »
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 »
(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 »
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 »