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: cindy.beuoy@supernovaconsulting.com
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 »
Rescuing Lost Clients
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 »