Professional Documents
Culture Documents
• Name given to a new way to manage client relationships that originated in one of Merrill Lynch’s
Indianapolis offices.
Service promise
• You will have a multi generation financial plan.
• You will be contacted by FA at-least 12 times every year.
• Response within one hour and resolution within 24 hours
ACQUISITION
(The final part of supernova)
•FA find 2 to 4 hours everyday for client acquisition, which FAs found
more adequate.
Why FAs should adopt Supernova
• Increased compensation