Supernova recommends FAs serve on two community or non-profit boards. This can be your alma mater, a medical-based, social services, political, arts, church or sports focused group. Besides the personal reward you will get for your efforts, your “giving back” demonstrates your character and philanthrophic and leadership qualities. You can join an organization that is… Read more »
Posts Categorized: Segmentation
The Five Star Model: VP of Brand and Service
The role of VP of Brand/Service is a very important one. This person is responsible for brand consistency through: Monitoring Segmentation Rapid Response to client issues Overseeing the scheduling of 12-4-2 client appointments Compliance issues Your Brand is proactive client contact (12-4-2), rapid response to client’s issues and multi-generational planning. “It is very difficult to… Read more »
The Supernova Five Star Model: A Solution to Risk Management Within Your Business
Supernova introduced the Five Star Model as an efficient way to organize an advisor’s team. The “Five Stars” refers to the five key areas of responsibility of your practice. The ‘Vice President’ assigned to each ‘star’ is held accountable for the performance in their respective areas and is measured by the Gameboard. If the team… Read more »
ideal day
Watch these videos for more information on Segmentation: 100 Clients 11 Screens/ Min/Max Explained 12/4/2 Developing Strategies For Growth Differentiate Yourself In The Marketplace Ideal Clients Giving Your Clients Rapid Response
Supernova Segmentation Scripts
Download these materials on the download tab or by clicking on them below Script for clients to explain to their old advisor they are leaving Script for clients you are retaining Script for clients you are reassigning Sample letter introducing Supernova to clients Sample letter introducing Supernova to prospects Sample client survey Prospect/New Client Presentation