Does your client acquisition strategy need some legs? Are you lacking a consistent process to bring in new clients? Many advisors are very good at creating the networks in order to generate new business but they may lack consistent strategies necessary to bring prospects across the finish line to becoming a client. One of the most important tenents… Read more »
Posts Categorized: Library
The Five Star Model: VP of Leadership
The Supernova Leadership Five Star Model equips a team to be more efficient and grow at an accelerated rate through accountability of their actions. The Supernova process assigns certain responsibilities to team members by making them “Vice Presidents” of an area and then holds them responsible for specific actions related to that area. Separation of duties increases the… Read more »
Five Star Model: VP of Marketing
The Supernova Leadership Five Star Model equips a team to be more efficient and grow at an accelerated rate through accountability of their actions. The Supernova process assigns certain responsibilities to team members by making them “Vice Presidents” of an area and then holds them responsible for specific actions related to that area. Separation of duties increases the… Read more »
Every Client Deserves to be in Someone’s “A” Book
Supernova has three primary goals: Increase the focus on the practice. Bring balance to the FAs/CSAs life. Significantly grow the practice. In order to accomplish those goals, the FA must segment their practice. What that means is they have to reduce the number of clients. When an FA segments, everyone wins. The clients who are… Read more »
Does Your Team Have an Updated Strategic Plan?
January is a good time to review and update your strategic plan for the new year. Most operations-related challenges can be addressed through an active strategic planning process. The Supernova Five Star model will help you in creating a strategic plan because it sets clear assignments, goals and measurement tools for each team member that will keep… Read more »
How To Leverage Community Involvement
Supernova recommends FAs serve on two community or non-profit boards. This can be your alma mater, a medical-based, social services, political, arts, church or sports focused group. Besides the personal reward you will get for your efforts, your “giving back” demonstrates your character and philanthrophic and leadership qualities. You can join an organization that is… Read more »