Steve Long and Andy Reiss, Supernova Every aspect of our daily lives has been impacted in the past year by the Covid 19 pandemic. We have adapted our regular practices and patterns to accommodate the medical and emotional toll that many of us have faced. We all would agree that the past year has been… Read more »
Posts Categorized: Organization
Gap Analysis Adds Structure to Your Team
The Gap Analysis is used as a tool to help you set goals for your team. It’s a simple way of building a business plan for your team. For Planning, for example, you would ask your team to rank the effectiveness of planning. The first question would be how are we doing in terms of… Read more »
Financial Advisor’s Folders for Clients and Prospects
Financial advisors should create a folder for each client or prospect that gives them a record of that client’s risk tolerance, enthusiastically endorsed professionals, introductions given and received, an agenda and other important information. We have put together a sample of what can go into the folder. To order a sample folder visit the Supernova… Read more »
Client and Prospect Folder Contents
Clients and prospects will appreciate your thoughtful attention to every detail. You will be adding value by giving them a folder they can use to reference their upcoming meetings, agenda, and other information about your team. Click on the link below to access the downloadable file. We recommend using a medical folder that you can… Read more »
Five Ways to Reduce Stress in the Workplace
Do you find yourself dreading to go into the office due to the stess level there? Sometimes that could be due to disorganization. If you spend the day reacting to client calls and other issues instead of organizing yourself so you have no more than 5 client calls a day and aren’t playing phone tag… Read more »
Using the Inverted Pyramid Concept for Your Team
Largely in the past the financial services industry followed a sales oriented, transaction based, unstructured approach. Clients would stop by and chat or call in whenever they had a question and their advisor would call them every time he had a new stock or mutual fund or bond to sell them. As advisors started to… Read more »