Client service is more efficient and consistent when you have your entire team dedicated to the task. As you go through your roster of clients at the weekly team meeting take a minute to do a deeper dive. Pick a few clients each week to discuss their goals, problems and overall financial needs and concerns… Read more »
Posts Categorized: Library
Folders Document Client History for Compliance
The Supernova Folder system is designed to make it easier for the client and the advisor to see their progress and document all their conversations. We have folder content templates for clients, prospects taking a 90 day free look, butlers, centers of influence, niches and of course for the advisor. Some advisors may want to… Read more »
Turn Your Business COMPLETELY Off for a Couple Days
“I still need more healthy rest in order to work at my best. My health is the main capital I have and I want to administer it intelligently.” – Ernest Hemingway Giving financial advice is serious work. At times, it can be draining. You sometimes end up working at less than your best. For the… Read more »
A Client Contact Resource File can make your “Touch Base” Calls More Effective
The 12-4-2 client contact system includes eight “Touch Base” phone calls during the year. One of the questions we are frequently asked by the advisors we coach is, “What do you talk about?” Here’s one topic: In every city there is at least one newspaper that will have a financial section, a section on health,… Read more »
Forecasting Growth
Concierge Travel Tip
Supernova advisors use their client’s recommended professional advisors as centers of influence. One of those advisors might be a concierge travel guide. Plan a trip or cruise to an exotic location with your local concierge travel guide and help them promote it by inviting clients and prospects to come along. Some affluent people hesitate to… Read more »