Wealth Management Firms

A path to increased client satisfaction, higher topline growth, and greater bottom line earnings

The highest probability of accomplishing your firms’ objectives requires managing both sides of the balance sheet. We deliver education, tools and solutions to meet your firm’s unique needs.

Win/Win/Win

Let us empower you with a comprehensive platform. One that lets you  enjoy life, be prepared for emergencies and be on track for the retirement you deserve.

Client

Clients that pay fees deserve a process. We deliver a client focused, scalable repeatable process and a mathematically proven path to financial freedom.

Advisor

Advisors benefit by having increased client satisfaction, increased income, and a reduced workload.

Firm

Some wealth management firms have profit margins greater than 20%. Most have profit margins under 10%. We help you close the gap.

The Supernova Process

Comprehensive wealth management that incorporates an investment, debt and tax philosophies. Wrapped in a scalable, repeatable, practice management system.

1

Financial advisors can’t be all things to all people – they need to narrow their focus, to specialize.

2

 

Financial advisors can not manage money and manage relationships.

 

3

Financial advisors need to think and act like a Personal CFO, managing both sides of the balance sheet.

Our education, tools and solutions are used by many of the financial largest financial services in the world.

A Typical Firm

O

Below-average client satisfaction

O

Margin < 10%

O

Profit from Lending < 5%

O

Acquisition = Loss

O

Advisors Lack Process

A Supernova Firm

P

Above-Average Client Satisfaction

P

Margin > 20%

P

Profit from Lending > 20%

P

Acquisition > Loss

P

Process-Driven

Our modular approach lets you pick the pieces that you need most.

Too many people use the term “fiduciary” and “personal CFO” yet do not deliver comprehensive, integrated, holistic advice.