The Cates Marketing System
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).
“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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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.
“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
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.
“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