Posts Categorized: Segmentation
Growing Your Social Network
As a Financial Advisor, you have to find ways to differentiate yourself from the competition. Your goal as a Supernova Advisor is to develop your practice following a concierge style of personalized service. That includes monthly contact, at a minimum, with your clients and potential clients which will demonstrate to them you value them and… Read more »
What Are Your Niches?
In coaching we always ask the question, ‘what are your niches?’. An FA might say, business men or retirees. But that isn’t specific enough! A niche is a highly specialized group of people working in the same industry, career, interest or commonality. Narrow that down even more. If you said ‘Doctors’ define what specialty, if… Read more »
American Greed and How to Prevent the Next Bernie Madoff
Ponzi Schemes have been around since man first exchanged money for services. There are hundreds of Ponzi Schemes going on as we speak. There are over 50 that are exposed each year, with over 150 exposed in the wake of the Great Recession. Some are pure scams, while others are somewhat market dependent.
Suggested Screens to Segment Your Clients
Supernova Sample Screens for Segmenting Clients © 1. Account by production 2. Value of assets 3. Are they likeable? Do they treat my staff well? 4. Are they trustworthy? 5. Do they fall into one of my niches? 6. Do they accept my recommendations? 7. Is there profitability in this account? 8. Is there an… Read more »