Posts Categorized: Segmentation

Leverage Your Practice Using Stairstep To The Stars

Stairstep To The Stars is a Supernova concept used in the segmentation process. In order to continue to grow while keeping your practice at a maximum number of clients each year you will need to ‘weed out’ those clients that no longer meet your minimum. You do that by giving them to another Supernova advisor… Read more »

How Do You Describe A Concierge Practice?

In a world where corporate sameness or consistency is sought after, where fitting in and conforming is a virtue that is rewarded, it is difficult to find someone or something that is unique and offers more value than simply a duplicate of something else. But it is uniqueness that is sought after by every upscale… Read more »

Building Relationships – Last Word

As you read these articles and start your segmentation process think about how you define your brand.  Are you introducing your new model to clients? Have you used the 80/20 rule to segment those clients that don’t meet your minimum?  Can you clearly state your brand to clients, prospects and center’s of influence? Your reputation… Read more »

How Does Limiting The Number Of Clients You Have Help You With Referrals?

How do you first create value when you are asking for referrals?  One way is to make clients more familiar with your message. Explaining to a client that you give first class service to only 100 clients with 12 yearly appointments (once a month) 4 of those being quarterly reviews and 2 of those quarterly… Read more »

What is 90-6-4-2-2-1?

The numerical phrase “90-6-4-2-2” refers to the Supernova acquisition model for advisors. The ‘90’ stands for the maximum of 90 active prospects you can have. That number is derived from having the same number of prospects as you do clients. For example, if you are a private wealth advisor with only 50 clients then you… Read more »