What are the secrets to consistent and successful delivery of your most important client meetings? Firstly, rapport-building is over-rated. Whilst I agree that rapport provides a vital oil between all successful relationships, I reckon too many advisers use rapport...
Interested in fast-tracking your team’s understanding of client value by at least 50% in just a month? I’m serious. I appreciate your business training and development is already a priority, but is it focused on the ‘heart’ of your advice...
There’s good success and bad success but all success comes with strings attached. For financial advisers, the biggest challenge with success is increased activity. Not only does success draw in new clients but existing client work typically also increases. The result...
Great financial advice isn’t about the money – it’s about something much more meaningful. Great advice is about taking clients to places they haven’t been. Great advice is about helping clients manage their un-manageable things. Unfortunately though, when it comes to...
Accuracy is critically important when documenting and showing clients the progress they’re making towards removing complexity and increasing certainty in their financial lives. Professional advice can save clients a lot of money in a short period of time through tax...
What’s your role? What do you do? How do you best describe your role when positioning what you do with clients, potential new prospects, or alliance partners? I’m especially interested to understand what you say in those first vital minutes of a meeting when you are...