We provide the financial advisor industry with resources for growth including coaching and corporate training. We also offer access to acclaimed keynote speakers to address financial advisor audiences.
Phone: 866-448-7858, Ext: 702
Email: cindy.beuoy@supernovaconsulting.com
Contact Cindy Beuoy to see how we can help take your business to the next level. Please fill out the form below and she will follow up with you within one business day.
All new Excel-based format compatible with Windows for Mac
Create 12-4-2 client meetings (that download to Microsoft Outlook)
Create 4-1 quarterly (butler) meetings (that download to Microsoft Outlook)
Create monthly Center’s of Influence meetings (that download to Outlook)
All holidays in US and Canada are blocked out for your convenience
Download the client’s schedule with one click
All information is self-contained on your computer avoiding any privacy/security issues
You set your hours of business and preferred days for appointments
