Posts Categorized: Library

What percent of your clients have a financial plan?

As part of their branding, Supernova Advisors can tell their clients they have “a multigenerational, planning driven, investment process.”  And they deliver on this planning; it’s central to their client service model. 100 percent of a Supernova Advisor’s clients have a plan.  In many cases, these plans help drive a significant part of the advisor’s growth. Think… Read more »

How can I give that client away?

“Without segmentation, there is no Supernova.  . . . Segmentation of an unmanageable client load is not a best practice worth observing and adapting.  It is an absolute.  There is no other way to implement Supernova – no other way to succeed unless you can deliver exceptional service and then transform you client’s inevitable satisfaction… Read more »

How do you close an in person client meeting?

Many advisors have developed a stronger connection to their clients with this simple step. After you make a great presentation but you sense the client may be holding something back.  Your client may not speak up about something that is bothering them or they are uncomfortable speaking about personal concerns in the office.  Try walking… Read more »

Leadership and the Five Star Model

Leadership is absolutely critical to creating a perpetual growth machine. One of the key components of leadership in the Supernova program is making a senior member of your team responsible for one of the 5 key areas (known as the Five Star model) of your practice. Those five areas are: Affects the client: 1. Planning… Read more »

The Circle of Marketing

Seth Godin, marketing guru,  separates the different steps of marketing in his blog: “Most amateurs and citizens believe that marketing is the outer circle.  Marketing = advertising, it seems. The job of marketing in this circle is to take what the factory/system/boss gives you and hype it, promote it and yell about it. This is… Read more »