Several years ago I learned from master coach Steve Chandler his ‘Eighteen fearless disciplines’ for creating clients. He calls them disciplines because you actually have to practice them rather than just know the
Just recently I had lunch with an adviser friend of mine and he revealed to me that despite becoming a certified financial planner five years ago, regularly attending meetings and events for planners and wanting
Excellent article Chris. There is a great deal of misunderstanding around goal setting (particularly in sales!). Each and every single one of us is having our own psychological experience of life via our thinking
An area that many advisers seem to find challenging is finding and engaging enough of the right clients. Naturally, there is a great deal of information and advice available in this area, however, if you feel you
Very interesting article Martin. I used to do quite a bit of speaking to financial services audiences (PFS, IFP etc.) and a question I sometimes asked an audience was “How many of you have read any of the
One of life’s illusions is that the attainment of a particular goal, whatever that may be, will provide us with the happiness, fulfilment and peace of mind that we want. It is an easy trap to fall into.
Several years ago I was fortunate enough to come across and even get to train a couple of times with the great Steve Chandler. Steve has written over thirty books and is a world famous success coach to
Many people experience a great deal of insecurity around money and feel apprehensive when faced with talking about the future. Therefore, engaging the services of a financial adviser is not something that most