Earlier this year I was coaching an FA. The FA had gone through Phase 1 Supernova training but was still not where he wanted to be from an organization standpoint. He liked his CSA a lot but didn’t feel that everything he needed to be done was getting done. I asked him a question that… Read more »
Posts Categorized: Management and Development
Every Successful Advisor Needs a Mentor
“Any jackass can kick down a barn, but it takes a good carpenter to build one.” – Lyndon B. Johnson A few years ago, during a follow-up coaching call, one of my clients told me she had just generated more business over an eight day stretch than she had done in her prior four months… 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 »
Deja Vu all over again at Merrill Lynch
Merrill Lynch has long been known for the quality of it’s training program. They are back at it just as the industry seems to have gone over the top with recruiting deals. The key to success in the Financial Services industry, as in all business, is to look into the future and accurately predict client… Read more »
Leverage Your Time
Supernova originated with The Eight Steps to Success. During the early 90’s, Merrill Lynch was in the midst of a major focus on asset gathering and it was working. I sat with Jon Spafford in Indianapolis, Indiana, talking about a creative strategy that was revolutionary at the time. He called it Automate, Elevate and Annuitize…. Read more »
Commiting the Time to Grow
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 »