Roadmaps and directions from a supposedly knowledgeable individual are not quite as helpful as having ready access to a GPS system. But do you have a GPS system for your practice? Without a GPS system you can find yourself in places you do not want to be, opening accounts you do not really want with… Read more »
Posts Categorized: Library
Gap Analysis Adds Structure to Your Team
The Gap Analysis is used as a tool to help you set goals for your team. It’s a simple way of building a business plan for your team. For Planning, for example, you would ask your team to rank the effectiveness of planning. The first question would be how are we doing in terms of… Read more »
Financial Advisor’s Folders for Clients and Prospects
Financial advisors should create a folder for each client or prospect that gives them a record of that client’s risk tolerance, enthusiastically endorsed professionals, introductions given and received, an agenda and other important information. We have put together a sample of what can go into the folder. To order a sample folder visit the Supernova… Read more »
Client and Prospect Folder Contents
Clients and prospects will appreciate your thoughtful attention to every detail. You will be adding value by giving them a folder they can use to reference their upcoming meetings, agenda, and other information about your team. Click on the link below to access the downloadable file. We recommend using a medical folder that you can… Read more »
Five Ways to Reduce Stress in the Workplace
Do you find yourself dreading to go into the office due to the stess level there? Sometimes that could be due to disorganization. If you spend the day reacting to client calls and other issues instead of organizing yourself so you have no more than 5 client calls a day and aren’t playing phone tag… Read more »
Establish Priorities for Your Team
Earlier this year I was coaching an FA. The FA had gone through Phase 1 Supernova training but was still not where he wanted to be from an organization standpoint. He liked his CSA a lot but didn’t feel that everything he needed to be done was getting done. I asked him a question that… Read more »