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  1. The Supernova Advisor CROSSING THE INVISIBLE BRIDGE TO EXCEPTIONAL CLIENT SERVICE AND CONSISTENT GROWTH 2. Stepping onto the Invisible Bridge <ul><li>YOUR…
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  • 1. The Supernova Advisor CROSSING THE INVISIBLE BRIDGE TO EXCEPTIONAL CLIENT SERVICE AND CONSISTENT GROWTH
  • 2. Stepping onto the Invisible Bridge <ul><li>YOUR JOURNEY TOWARD THE EXCEPTIONAL </li></ul><ul><li>METAPHOR: INDIANA JONES AND THE LAST CRUSADE-”INDY, YOU MUST HAVE FAITH” </li></ul><ul><li>THE CHANGE PROCESS: A)ANTICIPATION B)EVOLUTION C)CRISIS </li></ul><ul><li>OUR CHANGE PROCESS (CRISIS) </li></ul><ul><li>YOUR CHANGE PROCESS ? </li></ul>
  • 3. WHAT IS A SUPERNOVA? <ul><li>A STAR THAT CONTRACTS TO IT’S THERMONUCLEAR CORE AND THEN EXPANDS TO BECOME A HOTTER, BRIGHTER, LARGER STAR </li></ul>
  • 4. WHAT IS A SUPERNOVA BUSINESS? <ul><li>FIRST SHRINKING A BUSINESS DOWN TO IT’S CORE BEFORE GROWING IT TO MANY TIMES IT’S ORIGINAL SIZE. CREATING THE ULTIMATE CLIENT EXPERIENCE WHILE IMPROVING THE FA’S PRODUCTIVITY, LIFESTYLE, COST OF DOING BUSINESS AND CLIENT SATISFACTIOIN </li></ul>
  • 5. Segmentation <ul><li>PIONEER 1. GEORGE KEMPF 631 ACCOUNTS,211 PLANS AND $442,000 IN PC’S </li></ul><ul><li>PIONEER 2. TONY SINGH –SOME GOALS ARE MORE IMPORTANT THAN $ </li></ul><ul><li>TOO MANY SUITES- MIN/MAX </li></ul>
  • 6. Organization <ul><li>12/4/2 </li></ul><ul><li>INVERTED PYRAMID </li></ul><ul><li>FOLDER SYSTEM- THE POWER OF GUILT </li></ul>
  • 7. Aquisition <ul><li>TOM BUCK-20/20 SYSTEM-TIME </li></ul><ul><li>REFERRALS BY BEING REFERRABLE - FACING THE TRUTH </li></ul><ul><li>SPECIALIZE-TONY SINGH </li></ul><ul><li>VIPS BILL CATES “GET MORE REFERRALS NOW” </li></ul>
  • 8. LEADERSHIP <ul><li>BACK TO THE DENTIST – THE GAMEBOARD </li></ul><ul><li>RECOGNITION-”THE GENERAL” </li></ul><ul><li>LOYALTY – DEMONSTRATE A PERSONAL INTEREST, BANK OF TRUST </li></ul>
  • 9. PLANNINING <ul><li>WHERE THE LISTENING ALL BEGINS </li></ul><ul><li>HOW OXFORD KICKED OUR BUTTS- HE WHO OWNS THE PLAN OWNS THE CLIENT </li></ul><ul><li>WOULDN’T YOU DO BETTER IF YOU HAD A PLAN AND A COACH THAT MADE SURE YOU STICK TO IT? </li></ul>
  • 10. THE LAST KNIGHT <ul><li>CHOOSE WISELY </li></ul>
  • 11. CHOOSE WISELY <ul><li>SUPERNOVA IS A GIFT GIVEN TO ME BY EXTRORDINARY PEOPLE WHO HELPED CREATE IT. NOW IT IS YOURS. </li></ul>
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