Advisors who use the folder system give testimonials to its’ effectiveness: “When [Joanne] comes it and drops the 3 folders on my desk for my appointments for the day I know I have to make those calls because she is going to come back and get them at the end of the day and give… Read more »
Every Supernova FA or team has a powerful tool to demonstrate value to clients, prospects and centers of influence. It is the surprisingly simple Supernova folder system. No…not the folder system from the dawn of manila folders; the bulging and beat-up pale yellowish tan flimsy paper ones. Not those folded, creased, and bent out of… Read more »
“Sometimes the questions are complicated and the answers are simple.” – Theodor “Dr. Seuss” Geisel Do you ever scramble at the last minute to get ready for an appointment that has been on your schedule for weeks? Despite your best efforts, some or maybe even all of your preparation is saved for the 30 minute… Read more »
Client service is more efficient and consistent when you have your entire team dedicated to the task. As you go through your roster of clients at the weekly team meeting take a minute to do a deeper dive. Pick a few clients each week to discuss their goals, problems and overall financial needs and concerns… Read more »
The Supernova Folder system is designed to make it easier for the client and the advisor to see their progress and document all their conversations. We have folder content templates for clients, prospects taking a 90 day free look, butlers, centers of influence, niches and of course for the advisor. Some advisors may want to… Read more »
The 12-4-2 client contact system includes eight “Touch Base” phone calls during the year. One of the questions we are frequently asked by the advisors we coach is, “What do you talk about?” Here’s one topic: In every city there is at least one newspaper that will have a financial section, a section on health,… Read more »