How many times have you had a conversation with someone, perhaps even your spouse, child or friend, where later you both had a different understanding of what was said? Communication is one of the most difficult aspects of language. No matter what language you speak, subtle nuances can make a huge difference in meaning from… Read more »
We live in a busy world. Unless we take action, activity, both urgent and non-urgent, will fill every minute of the day. I will give you an example. In this example you have a three gallon bucket, a garden hose and three bricks. You turn on the garden hose and begin to fill the bucket. … Read more »
One client writes, “I have structured products in my client’s portfolios and I have to make calls for those. So does that count as my monthly Supernova call or do I have to make both? “ The answer is yes and no. The minimum level of service is a once a month touch with your… Read more »
I was recently asked to create a list of the roles and responsibilities for the primary members of a Supernova team. Here’s a quick way to break them down: Practice Manager’s Rolls and Responsibilities Create and update Gameboard Team Meetings-Schedule at the direction of the VP of Leadership daily, weekly, monthly, Quarterly, Semi-annual, and annual team meetings… Read more »
Supernova originated with The Eight Steps to Success. During the early 90’s, Merrill Lynch was in the midst of a major focus on asset gathering and it was working. I sat with Jon Spafford in Indianapolis, Indiana, talking about a creative strategy that was revolutionary at the time. He called it Automate, Elevate and Annuitize…. Read more »
We had a very inconsistent experience with service from the 401k Department at ML. Being a Managing Director in the field; I had very little control over the operation of departments in NY. At the time we were being serviced by a phone bank of 401k staff, some good, and some bad. I asked if… Read more »