As part of their branding, Supernova Advisors can tell their clients they have “a multigenerational, planning driven, investment process.” And they deliver on this planning; it’s central to their client service model. 100 percent of a Supernova Advisor’s clients have a plan. In many cases, these plans help drive a significant part of the advisor’s growth. Think… Read more »
Seth Godin, marketing guru, separates the different steps of marketing in his blog: “Most amateurs and citizens believe that marketing is the outer circle. Marketing = advertising, it seems. The job of marketing in this circle is to take what the factory/system/boss gives you and hype it, promote it and yell about it. This is… Read more »
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 »