Financial Advisors: A 12 week program guaranteed to grow your practice while reducing your work load

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Have you ever wondered how it would feel to walk into your office in the morning, have a 5 minute stand up meeting with your staff, call or meet with the five clients you have set up for that day and then spend the afternoon prospecting, catching up on planning, going to your son’s soccer tournament or playing golf?

Have you ever wondered if the phone would stop ringing and you would get through your to do list for the week much less the day?

Have you ever missed touching base with your biggest client for several months?

Is your assistant overwhelmed and overworked by the shear volume of calls and emails?

Do you spend your time in reactive mode?

Do you feel like you are in a rut and would like to get back to the days of doing challenging and rewarding work like when you first started in this business?

Do you have clients you never talk to but justify because they aren’t any trouble?

Do you just want to get more organized so things don’t fall through the cracks?

If you have answered “Yes” to any of these questions you owe it to yourself to find out more about the Supernova Coaching program.

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“Fear and uncertainty are a given in the markets. But they are toxic in your office or your client relationships.”

 

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Dramatically Reduce Your Busy Work

The Supernova program will dramatically reduce your busy work by reducing the number of clients your team has to fewer than 100 per advisor. Fewer clients will translate into increased service and focusing energy on what matters most instead of what matters least.

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The Five Simple Principles

1. Segmentation: Create a first class flight
2. Organization: Schedule exceptional service
3. Planning: Intimate and active
4. Acquisition: Earning referrals
5. Leadership: Leaders serving leaders

Some Of The Topics Covered During Your 12 Weeks of Coaching

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PART ONE: Segmentation & Planning

Week 1	The Supernova Experience is a first class experience you introduce to your clients as you work with your coach
Week 2	Establish your minimum number for assets under management per client and the maximum number of clients you can handle Who is your ideal client Learning how to use the Stairstep to the Stars
Week 3	Tough conversations: segmenting your client list down and establishing your minimum with the clients you keep and your Center's of Influence & Mastermind Groups
Week 4	Managing energy and developing rituals for success Scheduling your clients for monthly calls

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PART TWO: Organization

Week 5	Turning over the calendar to your assistant. How to effective use the 12/4/2 Folder System
Week 6	Folder system content for clients prospects centers of influence niches community boards and your mastermind group
Week 7	Accountability Scheduling and workflow
Week 8	Planning Process Building a more meaningful relationship with clients Template for monthly client meetings

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PART THREE: Acquisition & Leadership

Week 9	Building your pipeline Enthusiastically endorsed referrals Five drivers of growth
Week 10	Introduction to the VIPSA process by Bill Cates author of "Get More Referrals Now"
Week 11	Mentoring your team: how to be an effective leader
Week 12	Applying the Gap Analysis to your practice