Flagship 365 Private Coaching Program
The 12-Month Private Coaching Program That Takes the Great to Elite
The Supernova Flagship 365 Private Coaching Program provides 12 months of access to the Supernova Coaching Platform with 24 private coaching sessions with a dedicated Supernova Coach. This concierge practice management approach delivers personalized guidance through one-on-one coaching aligned with the 5 Pillars of a Supernova Practice: Balance, Service, Planning, Growth, and Leadership.
Private Coaching Experience
Dedicated Coach
Your FA team is paired with one Supernova Coach who guides you through the entire 12-month journey.
24 Private Sessions
Bi-weekly one-on-one coaching sessions scheduled at your convenience.
Personalized Roadmap
Customized implementation plan tailored to your practice goals and challenges.
Team Inclusion
Your CSA’s are included in all coaching sessions at no additional cost.
Flexible Scheduling
Sessions scheduled around your busy practice—not the other way around.
Direct Access
Priority communication with your dedicated coach between sessions.
Five Star Leadership Curriculum
Balance
- Client segmentation & capacity management
- Ideal day structure & energy management
- Time management & work-life balance
Service
- 12-4-2 systematic contact model
- Rapid Response System
- “Wow” service opportunities
Planning
- 24-month client education calendar
- Comprehensive financial planning
- Executive summary development
Growth
- 90-6-4-2-2-1-1 Acquisition Model
- VIPSA introduction methodology
- Pipeline quality management
Leadership
- Servant leadership philosophy
- Team meetings & accountability
- Values-driven practice development
Who This Program Is For
- FA Teams looking to double their revenue with less clients
- FA Teams looking to deliver First Class service to their clients
- FA Teams in transition with a Senior Advisor retiring or adding a Junior Advisor
Live Launch Week Coaching Schedule
Each Team Private Coaching experience begins with a Launch Week consisting of 7 separate 30-minute learning sessions. The Live Launch Week Coaching Schedule will follow this cadence:
Tuesday
11:00 AM EST
Blueprint & Mindset
3:00 PM EST
Balance
Wednesday
11:00 AM EST
Service
3:00 PM EST
Planning
Thursday
11:00 AM EST
Growth
3:00 PM EST
Leadership
Friday
11:00 AM EST
Execution Roadmap
Session Descriptions
Blueprint & Mindset
Stop the chaos and draw the blueprint for your future practice. Shift from “Operator” to “CEO” and begin segmentation.
Balance
Master the mathematics of capacity. Design your Model Week—because if you don’t design your week, someone else will.
Service
Install the legendary 12-4-2 Proactive Contact Model. Transform reactive service into a disciplined, proactive rhythm.
Planning
Moving beyond investment management to provide comprehensive, life-centric financial planning that justifies your fees.
Growth
Replace “hope marketing” with a systematic acquisition engine designed to attract your ideal clients predictably.
Leadership
Structuring your ‘Five Star’ team and building the culture required to scale without YOU being the bottleneck.
Execution Roadmap
This is where we pull all the Pillars together and ensure you are on a successful path to execution.
Platform Access & Resources
- Flagship 365 Curriculum
- Flagship 365 FA Guide
- Tools, Templates & Scripts
- DM & Community Support
- Supernova Consulting App (Desktop & Mobile)
Supernova Advisor Community
The Supernova Advisor Community is the leading platform connecting Financial Advisors across all channels of the Wealth Management industry. While you are enrolled in the Flagship 365 Private Coaching Program, you will receive complimentary access to this exclusive community.
- Asset Vault
- Live Events
- Advisor to Advisor Chat
Why Advisors Choose the Private Experience
Personalized Attention
One-on-one coaching tailored specifically to your practice, your team, and your goals.
Expert Coaching
Our coaches are former Financial Advisors and Senior Leaders who understand your world firsthand.
Proven Results
Harvard Business School studied. Refined by thousands of advisors over three decades.