Recently the Supernova team attended a National Speakers Association conference in Tampa, Florida. The opening speaker was Stephen Shapiro. We were not only blown away by his presentation, but also blessed, encouraged and challenged to rethink much of what we are doing each day. A lot of his information translates perfectly to Supernova. Here is… Read more »
Posts Categorized: Library
How Can Junior Advisors Establish Their Credibility On A Team?
Junior advisor can have a difficult time getting current clients and prospects to see them as an equal on the team. Youth and lack of experience can undermine their abilities. Here are some ideas you can incorporate into winning the confidence of clients and prospects. When you work for a big firm you can take… Read more »
How a COI Describes your Service Model
I was recently talking with a very good Financial Advisor. I asked him what he asked COIs (Centers of Influence) to say to potential clients. He gave me two answers: 1. Could I give you a second opinion on your portfolio? 2. Are you happy with your present advisor? I don’t believe either of these… Read more »
Can Your Clients Describe Your Service Model?
I was at a wedding last weekend and all the talk was about the economy and what people were doing to avoid the ‘big correction’ the media was predicting was coming this year. Except for one person. This woman listened to the other guests discuss taking their money out of the market, trying, most of… Read more »
Leveraging Your Practice Through The Gap Analysis
Gap analysis is used to help teams grow. What makes the team effective? What were the specializations the team might adopt? Learn how your team can do a self analysis of the areas that are important and then apply those findings to make your team more productive.
Available Client Times
Scheduling your clients for monthly calls can be a daunting task. One way we have found to work is to print out this handy spreadsheet with your available times for calls and take it with you when you meet with a client to introduce them to first class service (Supernova). You can block out times… Read more »