Courses

Organization And Service: Folder System

Supernova uses pressboard medical folders (see www.supernovamemb.wpengine.com/supernova-folder-system to order your folders) for clients, prospects, mastermind group, centers of influence, community boards and niches. The administrative staff, along with an intern if possible, will create a folder for each client, prospect, etc., and a corresponding client folder for the advisor. Early in the program administrative assistants were creating folders for every kind of meeting. Today they only create one folder for each client and put a paperclip or some other distinguishing feature to mark if it is a in-person meeting, quarterly review or monthly update.


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The Supernova Folder System Basics

Advisors who use the folder system give testimonials to its’ effectiveness: “When [Joanne] comes it and drops the 3 folders on my desk for my appointments for the day I know I have to make those calls because she is going to come back and get them a

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Floating Pieces Of Paper Always Fall Through The Cracks

Supernova's organizational system uses physicial folders used in your day to day contact with clients. A folder is created on each client and for each client with purposeful content created for planning, implementation and prospecting.  The last divider in th

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A Red Folder With A Few Blank Pages Will Lead To Greater Client Engagement

If you do not use the red mini-me folders that are a key part of Supernova organizational system, you could wind up being very blue. The red folder is the one Supernova advisors give to their clients after segmentation is finalized.  The goal is for the cl

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Supernova Folders Can Turn Your Practice Green

Stuff sells stuff!!! That’s why HSN and other shopping channels and product shows are always on your TV.  Products and promises you would likely ignore if in a store are selling like crazy because demonstrations sell stuff. Television shows even sell tel

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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

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