Centers of Influence (COI’s) are defined as leaders in your community that are willing to give you introductions in exchange for the introductions you give them. Your Centers of Influence will deliver many of your best prospects and clients to you because they like you, trust you, respect your professionalism. How do you cultivate those… Read more »
Posts Categorized: Library
Describing Your Value
By Rob Knapp Whenever I interview a prospective coaching client, I first ask them to describe their practice to me as if I was a potential client. Most people stumble around because they don’t have a clear understanding of what they are offering beyond their investment advice. I was working with several strong advisors from… Read more »
Adding ‘For Now’ To Your Client Segmentation Script
When you are announcing your new concierge practice to your clients you will have one of two conversations One will be for those clients who don’t meet your minimum and you are recommending they be sent to another advisor or the call center. For those clients that do meet your minimum but you suspect they… Read more »
What If Clients Push Back On Meeting Once A Month?
The 12-4-2 model of monthly client meetings with quarterly reviews and of those four reviews two in-person, is part of the Supernova Standard. Advisors are sometimes concerned that their clients won’t want to meet once a month. A client might push back because he/she thinks this is going to be a sales call. Or they… Read more »
Corporate Athlete: How Much Sleep Do I Need?
Find out how many hours of sleep you and your loved ones really need! Refresh yourself on the basics behind sleep! It’s not just the number of hours in bed that is important—it’s the quality of those hours of sleep. If you’re giving yourself plenty of time for sleep, but you’re still having trouble waking… Read more »
How to Turn Client Service into a Dividend Paying Strategy
During our coaching program, we ask our advisors to introduce the Supernova service model to their top clients. This simple conversation re-establishes priorities and lets these clients know how important they are to their advisors’ businesses. It also pays big dividends! One advisor recently told us: One thing I can take away so far is… Read more »