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 »
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 »
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 »
Have you ever lost a client you wanted to keep? Here’s a low-key way to try to bring them back. Simply send this note: Dear (PERSONAL SALUTATION), Recently, my team and I hired a consultant to help us revisit our client service model. We decided to make some very significant changes. First, we have decreased the number… Read more »
In Supernova we have coined certain phrases to describe our process that we will teach you in our coaching program. One of these is the term “concierge-sized practice.” But what exactly does that mean? That term was first applied to physician’s services where a membership fee is paid to become an patient of a primary… Read more »
It sounds counterintuitive to say, “I’m going to grow my business by reducing the number of clients I serve”. And yet, that is exactly what happens with Supernova. What happens? Clients benefit from being able to plan ahead which makes them more loyal to you. That leads to introductions and new prospects. Three of the… Read more »