“Skills Pay The Bills”: Mastering The Art of First Meetings with New Clients

First impressions count so the old saying goes, and the first meeting with a new client is probably the most

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Professional Connections: Panacea or Problem

Using Your Professional Connections As A Distribution Strategy This week I focus the spotlight on finding enough of the right type of clients.

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Client Communication: Tips From The Pros

BoulterBowen WealthCare is one of the UK’s leading Financial Planning firms. Simon Boulter and Mo Bowen have happily shared with me

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How Much Should I Charge?

Last week I promised I would cover “How much should I charge?” in detail. In this week’s blog I keep that promise.

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