Posts Categorized: Segmentation

Supernova Excellence Program Preplanning for 365

The Supernova 365 program consists of 12 weekly 30-minute calls followed by 9 30-minute monthly calls. Segmentation, Organization, Planning, Acquisition Strategies and Team Building/Leadership are introduced and implemented into your business during this year long process. For more information please email:

Revolutionize the Client Experience

The Supernova vision is to “Revolutionize the Client Experience” — not  just in the financial services industry, but in all professional service industries. Considering the state of service in the world today, this is a huge task.  Since my primary knowledge is financial services, our focus begins there for now. What is the state of… Read more »

Folders – Last Word

Physical and digital folders can be worked into the Supernova program. However advisors who have tried it both ways report back to us the physical folders are the most useful. When you have 5 folders on your desk every morning for your 5 meetings you know you are going to make sure those meeting happen…. Read more »

Segmentation Is A Continuing Process

The process of segmentation is more complex than some may initially assume. While some advisors and firms may advocate for simply dividing your book into categories based on revenue or assets, this approach is not true segmentation. At Supernova, segmentation involves identifying your ideal clients – those who will receive first-class, concierge-level service. These are… Read more »