It is always pleasant news when we are flying to have the gate attendant tell us that we have been upgraded to first class. It is far more comfortable to be seated where the service is better, the attention to detail and the availability of special snacks, food or drink makes the trip all the… Read more »
What is it that makes your practice distinctive, how are you and your team different from everyone else that your prospect has spoken to? What is it that makes you stand out from the crowd? Why should your prospects and referrals do business with you? It is not enough to talk about pricing, trading, research,… Read more »
When one of your clients mentions your name or your commitment to extraordinary service at a dinner party, what happens next? Often the person who hears about you is curious and decides to learn more about you. So they send themselves a text message with your name to look it up later or they use their smartphone to… Read more »
People are always interested in improving their health. But there is so much misinformation out there it is hard to decipher what to do. One topic you can talk to your clients about during your 12/4/2 meetings is hiring a personal trainer – and then you can recommend the trainers your clients enthusiastically endorse. You… Read more »
The Supernova client promise includes a commitment to a regularly updated financial plan. If you have not been running a planning based practice, it may take 6 to 12 months to put a plan together for those core clients you choose to have as part of your practice. This article outlines a simple process for… Read more »
When an advisor decides to segment their book they are faced with difficult choices. They want to have more time to take care of their best clients but find it hard to give away the smaller clients due to a variety of reasons. Many advisors have gone into their book and identified their ideal clients,… Read more »