Supernova is a planning based program to redefine the client experience. 12-4-2 is the model for exceptional client service. Having a planning based investment process means that your practice will address client needs directly and as specifically as the plan finds them. Plus, the plan means that you will have a guide for your client’s… Read more »
The business of financial services has been described in a number of ways. But one thing that is consistent is this-this is a business of relationships. In order to build the most effective relationships with our clients and provide the very best in financial services, planning has never been more important. In one of my… Read more »
Adding an investment to a client’s portfolio is a decision. Removing an investment from a client’s portfolio is a decision. If you have a discretionary account, you review the changes with the client. If you have a non-discretionary account, you must get your client’s permission to execute a buy or a sell. However, doing nothing… Read more »
How much misinformation are your clients exposed to on a daily basis? If your clients listens to Jim Kramer or other talking heads on CNBC, read the USA Today or Wall Street Journal and subscribe to several internet news services they may be exposed to all kinds of inflammatory, exaggerated and even misleading articles about… Read more »
The Supernova client promise includes a commitment to a regularly updated financial plan. If you have not been running a planning based practice, it may take 6 to 12 months to put a plan together for those core clients you choose to have as part of your practice. This article outlines a simple process for… Read more »
During the last quarter of 2012 I had to navigate around the hospital/Medicare system with an aging parent who had a stroke. My parents are college-educated, intelligent, savvy people who had always assured my siblings and me that they had everything under control. Well, it turns out they didn’t. And the one person who has… Read more »