Model for Office Administrators

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“Supernova helped eliminate those insidious thieves of time: phone tag, procrastination and interruptions which increased my production and my sanity.”

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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Supernova will affect you in three ways:

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1. Inverting the Workflow:so that you, as the office administrator, are in charge of the calendar
2. A systematic 12/4/2 folder systemthat will virtually insure your phone doesn’t ring;
3. A customized Excel Scheduling Tool used to schedule 12/4/2 appointments that can be downloaded into your Outlook Calendar.

 

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Office administrators are asked to be on the calls with their advisors at least weeks 5 – 8.

The 12 Week Transformation Process

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PART ONE: Segmentation & Planning

Week 1	The Supernova Experience Segmentation
Week 2	Segmentation Scripts Acquisition and 90/6/4 Failure Points
Week 3	COI Relationships & Mastermind Groups Introduction to the 12/4/2 Model
Week 4	Managing Energy and the Power of Positive Rituals for Success

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PART TWO: Organization

Week 5	Inverted Pyramid Concept Introduction to the 12/4/2 Folder System
Week 6	Client Meeting Listening Skills
Week 7	Workflow Accountability & Scheduling Creating a Bank of Trust Review of Failure Points
Week 8	Planning Process Developing a more Meaningful Relationship with Clients

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PART THREE: Acquisition & Leadership

Week 9	Introduction to VIPSA and Bill Cates- "Get More Referrals Now"
Week 10	coming soon
Week 11	coming soon
Week 12	coming soon