Talking Aussie: Brett & Jim

Working as a business consultant, I’m fortunate to meet other consultants from around the world at conferences and events. No

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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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The Value For Clients

Last week I looked at how clients think about you, your services and your value.  I also covered the importance

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How To Supercharge The Review Meeting.

Welcome to the last in the series covering The Review Meeting. We’ve discussed the importance of keeping your clients in lifetime

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The Importance of Delivering Outcomes

Last week (in Icing On The Cake) I wrote about showing the client everything is going to be alright. This is vital. However,

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