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 »
“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 »
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 »
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 »
During the market decline of 1997, only 20% of the Investment Advisors surveyed called their top 100 clients. The reason they gave (75%) was putting out fires. Why did that happen? Lack of discipline? Focus? I don’t think so. From my book cover and other blogs you have learned that I am a Naval Aviator…. Read more »