Physical and digital folders can be worked into the Supernova program. However advisors who have tried it both ways report back to us the physical folders are the most useful. When you have 5 folders on your desk every morning for your 5 meetings you know you are going to make sure those meeting happen…. Read more »
Posts Categorized: Library
Supernova Folders Create Value for Your Clients
Every Supernova FA or team has a powerful tool to demonstrate value to clients, prospects and centers of influence. It is the surprisingly simple Supernova folder system. No…not the folder system from the dawn of manila folders; the bulging and beat-up pale yellowish tan flimsy paper ones. Not those folded, creased, and bent out of… Read more »
7 Tips for Making Your Client and Prospect Meetings More Meaningful
“Sometimes the questions are complicated and the answers are simple.” – Theodor “Dr. Seuss” Geisel Do you ever scramble at the last minute to get ready for an appointment that has been on your schedule for weeks? Despite your best efforts, some or maybe even all of your preparation is saved for the 30 minute… Read more »
Segmentation Is A Continuing Process
The process of segmentation is more complex than some may initially assume. While some advisors and firms may advocate for simply dividing your book into categories based on revenue or assets, this approach is not true segmentation. At Supernova, segmentation involves identifying your ideal clients – those who will receive first-class, concierge-level service. These are… Read more »
Rescuing Lost Clients
Have you ever lost a client you wanted to keep? Here’s a low-key way to try to bring them back. Simply send this note: Dear (PERSONAL SALUTATION), Recently, my team and I hired a consultant to help us revisit our client service model. We decided to make some very significant changes. First, we have decreased the number… Read more »
Do You Know Your Clients’ Personality Types?
Understanding the personality types of your clients will lead to greater client satisfaction and smoother relationships. Whether you use Myers and Briggs or Colors or some other model, just know that each client has a dominant style and you need to be able to understand that style and communicate with them with that style in… Read more »