Want to make money next year? Here’s a thought – change your ‘client review meetings’ to ‘client re-discovery meetings’. Make it an aim for the clients to have a ‘discovery’ during their next annual client re-discovery meeting. Why? Because it will engage your clients...
It’s a totally different form of engaging with clients. Graeme Richardson & Tony Dass from Argonaute Financial Advisors in Launceston, were sharing their insights with me yesterday regarding the implementation of their Discovery meetings for existing and new...
Implementing a fee for service proposition for your financial planning business without addressing the fundamental issue of adding real value for your clients is akin to getting dressed up as a mighty Sydney Swans player and thinking you’re therefore entitled to play...