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 »
Posts Categorized: Organization
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
The Financial services industry has traditionally 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 switch to… Read more »
Stop Phone Tag
Do you have to call a client or prospect two to three or even more times before you connect with them? Phone tag is one of those insidious time wasters most people accept as part of doing business. But you don’t have to! When you apply a systematic approach to communicating with your clients and… Read more »
Folder Summary
Wondering what you should put in your folders? The Supernova Folder system lists detailed pages on what to put in your Client, Prospect, COI, Mastermind Group and other categories. Folder contents for Advisors and Clients