Your Crucial Client Conversations… getting them consistent, specific & methodical in 2013

Your Crucial Client Conversations… getting them consistent, specific & methodical in 2013

Of the many things I’m learning from my advisory firm clients implementing their own approach to certainty-based advice, is how hard it actually is to industrialise the conversation they have with their advice clients each year as to why the client engages. No Free...
Look out for the gates and the paths beyond…

Look out for the gates and the paths beyond…

Gates in our client conversations. If you’re not looking for them you have to be lucky to stumble upon one… Some advisers have made the decision never to open them even if they do notice them. They prefer the conversational paths that they are used to. Their paths...
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