Posts Categorized: Planning

Helping High Net Worth Clients with their Philanthropy

Financial advisors should always be looking for opportunities to help their clients in terms of saving them money. You not only deepen your relationship with your clients you provide another reason for them to see your value and referability. This time of year many individuals and families are in a philanthropic mode. How do wealthy… Read more »

What percent of your clients have a financial plan?

As part of their branding, Supernova Advisors can tell their clients they have “a multigenerational, planning driven, investment process.”  And they deliver on this planning; it’s central to their client service model. 100 percent of a Supernova Advisor’s clients have a plan.  In many cases, these plans help drive a significant part of the advisor’s growth. Think… Read more »

How to get an A in your Supernova Class

Congratulations! You just signed up for the 12 week Supernova Training Program, and you want to get the most out of your time commitment…what should you do? Be sure that all of the members of your team have bought into this change model and are willing to participate in all of the calls. I went… Read more »

The Awakening

(reprinted from Larry Wilson’s workbook) A time comes in your life when you finally get it… when in the midst of all your fears and insanity you stop dead in your tracks and somewhere the voice inside your head cries out—“ENOUGH!” Enough fighting and crying or struggling to hold on. And, like a child quieting… Read more »

Focus On The Client

It has been published in research study after research study that advisors who continue to grow their practice had these things in common: The teams were proactive in contacting their clients, spending between 40 and 50 hours per week with clients vs 11 – 15 hours for the average. The resulting data showed the best… Read more »