Want clients for life? The one thing you MUST do
Here is a recent experience one of my financial planner clients, Phil, shared with me. A business owner, Trevor, had
Read moreHere is a recent experience one of my financial planner clients, Phil, shared with me. A business owner, Trevor, had
Read moreDo you keep your word? Anyone who believes that character matters (and I reckon that’s almost everyone reading this article),
Read moreIncorporating cashflow modelling into the heart of the financial planning process is an approach that all good firms have adopted.
Read moreDeveloping professional connections can be a complex business and takes real effort. You need to be smart in choosing which
Read moreDo you hate passive language? I do. It’s so dull. It clogs up so much of the copy financial services
Read moreI think the future has never been brighter for Financial Planners. Here’s why I believe it’s one of the best
Read moreI’ve just interviewed Phil Young for an upcoming episode of the Marketing Protection and Finance (MPAF) Podcast. We had a
Read moreHow many leads do you get from the web? For most firms the answer is “not many.” Almost all advisers I
Read moreIn the last few weeks we’ve looked at the basics of getting your pricing right by charging in three places
Read moreHow much should you charge for the ongoing advice fee? For conducting reviews, providing information and updating your advice whenever required.
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