Consulting

Every financial institution, regardless of size, has been affected by changes to the business, regulatory and economic environments.

These industry changes have become distractions that can derail your focus, gobble up time, and keep you from achieving excellence.

The consultants of Supernova are expert at cutting through the clutter.  Finding, defining and implementing strategies that will allow your business to stand apart from the crowd.  Whether you operate in a large financial institution or a small wealth management practice, we can help.

Consider a handful of our core beliefs (some are counterintuitive):

  1. It’s easy to get caught up in the more is better mentality.  In reality, top performers are doing more business with fewer clients by indentifying and focusing on their most important ones.
  2. Simply satisfying clients is no longer good enough.  You need to turn your clients into advocates who want to share your story.
  3. Getting your name out in the marketplace isn’t hard.  But turning the best prospects into ideal clients requires precise strategies.
  4. Growth cannot be taken for granted. Growth must be a constant focus of your daily rituals.
  5. Social media isn’t a magic bullet that runs on autopilot. Success with social media requires active engagement in your target markets.
  6. Referrals don’t happen by accident. Word of mouth is driven by the way your clients see you truly delivering on your promises and commitments.
  7. Leadership isn’t just a buzzword. The most successful businesses build leadership into every level of their organization.

If you need guidance with client service, growth strategies or leadership challenges, we can help. Our seasoned team can provide customized consultations that deliver measurable results.

Every project we undertake begins with a comprehensive understanding of the challenges your business is facing.  Working with you and your team we then outline specific goals and priorities to elevate your performance.

Want to Learn More?

Please contact Cindy Beuoy at [email protected] to see how we can help take your business to the next level. We will contact you within one business day to arrange for a complimentary 30 minute consultation with one of our consultants.

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Contact Us

Thanks for your interest in working with Supernova Consulting. Contact Cindy Beuoy to see how we can help take your business to the next level. Please fill out the form and she will follow up with you within one business day.

Or call 866-448-7858 Ext : 702

Supernova Consulting Group, LLC
P. O. Box 2160
Boca Grande, Fl 33921

Copyright © MMXIV Supernova Consulting Group, LLC. All Rights Reserved.

Financial Advisor Survey

A quick quiz to see how your current approach compares to the Supernova process

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Percent of my clients with a plan

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# of referrals I get per year/client

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How many of these do you engage in?

If you were asked to precisely describe your service model in the next five minutes could you?

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