One of the trademarks of the Supernova client service model is the way our advisors utilize monthly contacts (we call it 12\4\2) to help their clients accomplish both their short-term and long-term goals. Instead of random calls and meetings, our client contact discipline turns advisor\client interactions into an ongoing string of conversations. This month’s call effortlessly picks up on… Read more »
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 »
“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 »
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 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 »
When you are doing a seminar or a presentation before any group, everyone in the audience will usually belong to another group who may also need a speaker. A little known secret to expanding your seminar presentations is to let this audience get your next audience. Here’s the tip. As you bring your presentation to… Read more »