Leveraging Referral Marketing to Drive Growth

The Cates Marketing System

Acquisition is an art

“A business absolutely devoted to service will have only one worry about profits. They will be embarrassingly large.”  Henry Ford

Supernova’s seven growth strategies represents the experiences of coaching thousands of financial advisors over a 25 year period. Through research and trial and error Supernova has adopted the best of the best and created a process that will result in consistent and explosive growth and tremendous personal satisfaction from helping clients reach their goals. In this course you will hear the term 90-6-4-2-2-1 which refers to a 90-day free look (and 90 prospect pipeline), 6 Centers of Influence, a 4-person Mastermind Group, 2 niches, 2 community boards and VIPSA (client introductions of prospects).


What You’ll Learn

  • How to ask your clients for introductions
  • How to connect with Centers of Influence
  • What a Niche is and how to leverage your connections
  • How to give back to your community and build your reputation at the same time
  • Advantages of Mastermind groups
  • How to create a prospect pipeline
  • How to approach prospects more effectively
Testimonial

“Supernova has allowed us to deepen our relationships with existing clients and manage our time more wisely.   This has been achieved by having a process in place where every client has a financial plan, a disciplined investment strategy, and regular contact which provides them peace of mind and comfort in sharing their experience with friends and family.  This has led to referrals, without even asking.”

Kim Fogg, IN

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Organization is Critical to Growth

“Get Me Organized and Keep Me Organized” Rob Knapp
“Either you run the day or the day runs you.” Jim Rohn

Largely in the past the financial services industry followed a sales oriented, transaction based, unstructured approach. Clients would stop by and chat or call in whenever they had a question and their advisor would call them every time he had a new stock or mutual fund or bond to sell them.Teams that operated like an emergency room on a full-moon Saturday night knew they needed a bullet-proof organizational system and Supernova gave them the structure they desperately needed. In an era when pandemics and other distractions make it even more difficult to grow, the Supernova process is a framework for a successful practice.

It all started with scheduling monthly client contact. Rob Knapp coined it ” 12-4-2″ which stands for monthly appointments with four reviews of which two are in-person. In this Masterclass you will learn how to use this simple structure to your advantage and keep your clients and team on track. Clients will appreciate the high level of service you are giving them. Your team will have more time to complete their tasks because there will be less phone tag. Finally, you will have the peace of mind knowing you are serving your clients at a high level.


What You’ll Learn

  • Setting up client monthly contact
  • How to set up the 24 month calendar to create topics for client meetings
  • Setting up a meeting agenda and executive summary
  • Turning over scheduling to your administrative assistant
  • Setting up folders and folder templates
  • Scheduling client calls
Testimonial

“Supernova has allowed us to deepen our relationships with existing clients and manage our time more wisely.   This has been achieved by having a process in place where every client has a financial plan, a disciplined investment strategy, and regular contact which provides them peace of mind and comfort in sharing their experience with friends and family.  This has led to referrals, without even asking.”

Kim Fogg, IN

What is Segmentation?

Segmentation is the foundation of your business. Without segmentation, there is no Supernova. It is vital to limit yourself to a maximum number of clients in order to control your day, your practice and your growth. An unmanageable client load leads to chaos and poor customer service.  There is no other way to implement Supernova, no other way to succeed unless you can deliver exceptional service and then transform your client’s inevitable satisfaction into growth.


What You’ll Learn

  • Supernova Philosophy
  • Sample screens for segmenting clients
  • Butlers and how they are defined
  • Introducing your new service model to clients and prospects
  • Five Time Rule
  • Script for segmenting using the Stairstep to the Stars technique
  • How to set a minimum number of clients and maximum number of assets per client
  • Defining your ideal day and ideal client
  • Identifying niches and how to use them to grow
  • Identifying Center’s of Influence
Testimonial

“Supernova has allowed us to deepen our relationships with existing clients and manage our time more wisely.   This has been achieved by having a process in place where every client has a financial plan, a disciplined investment strategy, and regular contact which provides them peace of mind and comfort in sharing their experience with friends and family.  This has led to referrals, without even asking.”

Kim Fogg, IN

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