Mijanou Spurdle Supernova 365

Welcome to the Supernova Coaching Experience

Amir.Merali@morganstanley.com; Nicole.Gotwols@morganstanley.com; Joseph.Friedman@morganstanley.com; Dinorah.Montaner@morganstanley.com

Morgan Stanley Wealth Management
1691 Michigan Avenue, Suite 550,
Miami Beach, FL 33139
Direct: 305 695-6143

Fax: 305 695-6120
Toll free: 800 642-7715

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Supernova Members Content Archives

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	Title
	100 Clients
	11 Screens/Mins & Maxs
	12-4-2
	24-Month Calendar Topics for Client 12-4-2 Meetings
	5 Star Model
	7 Critical Conversations to Have with Your Clients: Part 6
	7 Critical Conversations to Have with Your Clients: Part 7
	8 Things Baby Boomers Are Looking For In An Advisor
	A Client Contact Resource File can make your “Touch Base” Calls More Effective
	A Great Topic For Your Monthly Client Contacts: Long Term Care Insurance
	A Leader’s Role in Building and Coaching Teams
	A Process for Perpetual Growth
	A Supernova Advisor Stands Out From The Crowd
	Acquisition
	Acquisition Built on Your Brand
	Acquisition Made Easy: A Guaranteed Marketing Method To Open The Best New Accounts Ever!
	Acquisition Made Easy: Community Involvement
	Acquisition Made Easy: How To Use The Supernova Service Model To Convert Difficult Prospects Into Clients
	Acquisition Made Easy: Six Step Process For Getting More Referrals From COIs
	Acquisition Made Easy: Steps To Building And Managing A Mastermind Group
	Acquisition Multimedia
	Adding ‘For Now’ To Your Client Segmentation Script
	Adding Value For Your Clients: An Investor’s Guide To Social Security
	Adding Value To Your Monthly Touch Calls
	Advisor Communication and Empathy in TImes of Crises
	Advisors Sharing CA (Indiv SN)
	Always use an Evaluation Form at Seminars
	American Greed and How to Prevent the Next Bernie Madoff
	Appointments
	Are All Your Moving Parts Working Together?
	Are You A Referral Source For Clients?
	Are you giving your clients this level of service?
	Are Your Clients Truly Prepared For The Future?
	Are Your Energy Levels Sabotaging Performance?
	Asking for an Introduction
	Available Client Times
	Best of the Supernova Coaches
	Brilliant Execution Is The Key
	Bring The Excitement Back
	Building and Managing Your Mastermind Group
	Building Your Top Six Centers of Influence
	But I can’t give that client away…
	Butlers
	Can Your Clients Describe Your Service Model?
	Cancelled Appointments
	Cash Flow Analysis
	Client and Prospect Folder Contents
	Client Enthusiastic Endorsed Professionals
	Client Folder Contents
	Client Personal Information Form
	Client Scripts For Retaining/Reassigning
	Client/Prospect Powerpoint Presentation
	Closing the Loop on Client Meetings
	Commiting the Time to Grow
	Concierge Travel Tip
	Confidence Starts With Stepping Outside Of Your Comfort Zone
	Corporate Athlete: How Much Sleep Do I Need?
	Create Your Own Rituals
	Creating a Referable Brand
	Creating Your Mastermind Group
	Defining An Ideal Client
	Deja Vu all over again at Merrill Lynch
	Describing Your Value to a Client or Prospect
	Developing Strategies For Growth: Rob Knapp & Wiley Wealth Management
	Developing Your Center’s of Influence
	Differentiate Yourself In The Market Place
	Differentiate Yourself in the Marketplace
	Differentiate Yourself In The Marketplace
	Do You Have A GPS For Your Practice?
	Do You Have A Succession Plan In Place?
	Do you know your clients’ personality types?
	Do you make it easy for your clients to give you referrals?
	Do You Offer Your Clients Exclusivity?
	Do you properly value your service?
	Do you really know your clients?
	Do you send follow-up emails after every meeting?
	Do You Spend Equal Time With Your Clients’ Spouses?
	Do you take enough time off?
	Does Your Team Have an Updated Strategic Plan?
	Doing Nothing is a Decision
	Emphasize the Importance of 12/4/2 Meetings to Your clients
	Energize Planning Into Your Practice
	Establish Priorities for Your Team
	Ever Notice How “One Size Fits All” Never Really Fits At All?
	Every Client Deserves to be in Someone’s “A” Book
	Every Successful Advisor Needs a Mentor
	Financial Advisor’s Folders for Clients and Prospects
	Five Star Model: VP of Marketing
	Five Steps for Success with Your COIs
	Five Steps To Expanding A Niche
	Five Steps to Improve Your Social Media Exposure
	Five Steps to Organize Your Team and Raise Your Production
	Five Steps to Turning Prospects into Clients
	Five Ways to Reduce Stress in the Workplace
	Focus On Retired Clients
	Focus On The Client
	Folder Backup
	Folder Summary
	Folder System: Building a Process to Create Value for Clients
	Folders
	Folders – Last Word
	Folders Help FAs Meet Compliance Standards
	Forecasting Growth
	Four Best Practices to Retain Clients During a Bear Market
	Four Questions For Your Annual Business Planning
	Gap Analysis Adds Structure to Your Team
	Generating Introductions Audio
	Get To Know Your Clients Better Through Planning
	Getting An Upgrade
	Getting Referrals from Centers Of Influence
	Goals
	Good to Best
	Great Gift for Retiring Clients
	Growing Your Social Network
	Have You Ever Encouraged a Client to Spend More Money?
	Help Parents Lay A Strong Foundation
	Helping High Net Worth Clients with their Philanthropy
	High-Quality Service = Loyal Clients
	Highly Organized Teams Excel at Client Service
	Hiring New People For Your Team
	Hiring New People For Your Team
	How a COI Describes your Service Model
	How Can 12-4-2 Help You Determine A Client’s Risk Tolerance?
	How can I give that client away?
	How Can Junior Advisors Establish Their Credibility On A Team?
	How Do You Become a Center of influence?
	How Do You Build a Brand that will Raise Your Revenues?
	How do you close an in person client meeting?
	How Do You Describe A Concierge Practice?
	How Do You Free Up Time For Acquisition?
	How Does Limiting The Number Of Clients You Have Help You With Referrals?
	How much do you know about social security?
	How Much Water Will Fit In A Three Gallon Bucket?
	How Prepared Are You?
	How to Build a Mastermind Group that Expands Your Niche Market
	How to Build an Excellent Brand
	How to get an A in your Supernova Class
	How To Leverage Community Involvement
	How to Make Your Work Feel like You’re Hardly Working
	How to Turn Client Service into a Dividend Paying Strategy
	How To Turn Social Networking Into An Acquisition Tool
	How Trustworthy Are Your Recommendations?
	I Hate Asking For Referrals
	Ideal Clients
	ideal day
	Importance of Planning
	Increase Productivity Through Accountabilitiy
	Informed Clients Make Better Decisions
	Innovation is the Key to Success
	Introduction to the Supernova Process
	Iron Dome Defense
	It’s Not Where You Work, It’s What You Do
	Keep Your Calendar Full of Speaking Engagements
	Leadership
	Leadership and the Five Star Model
	Leadership Series: Getting Your Team Motivated and Keeping Them Focused
	Leadership Series: Getting Your Team Organized
	Leadership, Core Values and Achieving Excellence
	Let’s Talk About Supernova Acquisition
	Lets Eat Grandma!
	Letting Go: Radical Delegation
	Leverage Your Practice Using Stairstep To The Stars
	Leverage Your Time
	Leveraging A Team
	Leveraging Your Practice Through Team Specialization
	Leveraging Your Practice Through The Gap Analysis
	Leveraging Your Practice Using The Gap Analysis
	Long Line, Short Line
	Maintaining Networks
	Making Concierge a Part of Your Brand (Part 1)
	Making Concierge a Part of Your Brand (Part 2)
	Making Sense Out of a Bear Market for Our Teammates and Clients
	Making The Most Of Supernova Coaching (How To Grow Faster, Quicker and Better)
	Making Your Brand Stand Out
	Managing Your Practice in an Extremely Volatile Bear Market
	Mastermind Groups Overview
	Mastermind Your Practice
	Monthly Contact
	More Focused Service Will Result in Growth
	Niche Mastermind Groups
	Organization
	Our Vision: Revolutionize the Client Experience
	Overcoming Objections You May Never Hear
	Pfeiffer University Convocation Speech
	Plan For Every Client
	Planned Process & Rituals
	Playboy Representative on Campus
	Preparing for Accelerated Growth in the New Year
	Preparing for Accelerated Growth in the New Year
	Proactive Introductions
	Quick but Healthy Snacks
	Raise Min
	Rapid Response
	Reaching Out To Clients Is Critical During Stressful Times
	Redefining Service
	Reflective Accountability With The Gameboard
	Rescuing Lost Clients
	Research Shows Three Reasons Clients Fire Their FA
	Retirement Planning
	Review Your Operations On A Regular Basis
	Revolutionize the Client Experience
	Rob Knapp UBS Focus Group call 1/15/14
	Rolls and Responsibilities on a Supernova Team
	Scheduled Calls
	Scripting Is Your Team’s Best Friend
	Segmentation Is A Continuing Process
	Setting New Standards for Elite Advisors
	Setting SMART Goals
	Setting Up Monthly Client Appointments
	Seven Critical Conversations to Have with Your Clients: Part 1
	Seven Critical Conversations to Have with Your Clients: Part 2
	Seven Critical Conversations to Have with Your Clients: Part 3
	Seven Critical Conversations to Have with Your Clients: Part 4
	Seven Critical Conversations to Have with Your Clients: Part 5
	Seven Ideas for Networking
	Seven Steps to Build Your Concierge Practice
	Seven Steps to Help Clients Sell Their Family Business
	Sharing Your Values With Your Team Results In Increased Growth
	Should You Be Running A Concierge-styled Practice?
	Should You Be Running A Concierge-Styled Practice?
	Six Steps To Getting Introductions From COI’s
	Social Media
	Stan Craig: What I would do if I were starting over in the business today
	Step Outside Your Comfort Zone And Stop Losing Accounts
	Stop Phone Tag
	Suggested Screens to Segment Your Clients
	Supernova Folders Create Value for Your Clients
	Supernova has Evolved to Meet the Needs of Top Advisors and their Clients
	Supernova Prepares You For Every Market
	Supernova Segmentation Scripts
	Survival Of The Adaptable
	Team Effectiveness Strategies
	Team Effectiveness Strategies
	Team Leadership
	Ted Boots 1937-2008
	Ten Best Tips of 2012
	The 401k Department Lesson
	The 90-6-4-2-2-1 Process
	The Awakening
	The Butler Way
	The Circle of Marketing
	The Difference Between Coaching and Criticism
	The Five Star Model: VP of Brand and Service
	The Five Star Model: VP of Implementation
	The Five Star Model: VP of Leadership
	The Five Star Model: VP of Planning
	The Last Free Lunch On Wall Street
	The Magic Of Coaching
	The Supernova Five Star Model: A Solution to Risk Management Within Your Business
	The Supernova Leader: Developing an Effective Marketing Plan
	The Worst Salesman in the World
	Three Tips for Better Telephone Conversations
	Topic for a Client Meeting: Exercise
	Topics For Monthly Update Calls
	Topics for Non-Financial Client Conversations
	TOTAL Supernova Implementation
	Two Simple Strategies for Building Niche Markets
	Using the Gameboard and Scoreboard to Accelerate Growth
	Using the Inverted Pyramid Concept for Your Team
	What are the “Pain Points” in Your Niche Marketing Strategy?
	What Are Your Niches?
	What do Financial Advisor Teams Have in Common with Trauma Surgery Teams?
	What exactly are butlers and why are they important?
	What If Clients Push Back On Meeting Once A Month?
	What If Your Client Doesn’t Have A Plan?
	What is 90-6-4-2-2-1?
	What Is the Difference Between a Pipeline and a Sewer?
	What Is The Supernova Folder System?
	What is your brand
	What Is Your Elevator Speech?
	What keeps your client up at night?
	What Makes You Stand Out From The Crowd?
	What percent of your clients have a financial plan?
	What to Say to Clients that Overspend
	What would I do if I were starting over in the financial services business today?
	Where do your clients stand with their financial plans?
	Why Coaching Works And Why It Doesn’t
	Why Expertise Is The Enemy Of Innovation
	Why Form a Team?
	Why Hire a Coach?
	Why is segmentation so important?
	Why should I do business with you?
	Will 2013 Be Your Most Successful Year?
	You are in Control
	Your Clients Will Love It!

Supernova Advanced Learning Library