What do you say when someone asks you, “What do you do?” Too many of us give a very poor response, which goes something like, “oh, I work for _____________ firm. I am a financial advisor.” While that may be accurate, it certainly is boring. Very few people come over to us when they hear… Read more »
You can’t help but be impressed by the success that Israel had in protecting it’s population from the thousands of rockets raining down on it by the Hamas. The system they developed in less than five years is called the Iron Dome (check it out on Youtube). It has the ability in 15 seconds to… 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 »
In his first meeting with a client while going through the Supernova coaching program, one of our FAs explained the refinements he was making to his practice. Among other things, he told the client how important Centers of Influence would be for introductions. To his great surprise, this client (his largest client and a doctor)… Read more »
One of the advisors I was working with told me this story: “A client came in for a meeting and seemed very nervous and distracted. So rather than assuming it was the experience with me that was bothering him, I asked him if there was anything he would like to talk about before we got… Read more »
You don’t build a practice by denigrating your prospect’s current advisor. In Supernova we suggest you talk about what you do, demonstrate that you do it and let the prospect compare your brand with what they are now receiving. A great example is being in front of a prospect and asking the differentiating question, “How… Read more »