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
Discussing Long Term Care Insurance with Your Clients
Do you remember Dorothy in the Wizard of Oz clicking her ruby slippers and chanting ‘there’s no place like home’ then waking up to find herself back in the warm embrace of Auntie Em? Sadly, most of the people in nursing care facilities (now referred to as independent living retirement communities and senior assisted living… Read more »
Topics for Non-Financial Client Conversations
What are your client’s dreams, goals, fears or questions? This suggested list of questions will help break the ice and grow the relationship with them. Click here to download this document: 12 Topics Financial Advisors Can Ask Their Clients
Enthusiastic Endorsed Model
Trusted Enthusiastically Endorsed Providers and the Giving Tree There isn’t anything magical to this business except for building relationships. You have to have confidence in your ability to build relationships, and know that those relationships will grow, and you have to practice the models. The EE Model is a great model to use. Ask every… Read more »
Seven Steps to Help Clients Sell Their Family Business
“Divide your estate fairly, not necessarily equally.” How complex is it to run a family business and plan for passing the baton to the next generation? This is a perfect niche financial advisors can focus on and create value for their clients. According to the Small Business Administration, family businesses are the backbone of society… Read more »
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 »