Posts Categorized: Library

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 »

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 »