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...
What do you reckon? Are those first five minutes of the advice conversation between adviser and client crucial? Or is that the time for good old-fashioned rapport building? In the past ‘advisers’ (or ‘product distributors’ or ‘salespeople’) focused those first five...
Is your advice firm striving to crack the ‘High Net Worth’ market – i.e. rich people? It’s not getting a bit ‘old-fashioned’ for advice firms is it? I suppose if you use other people’s money to make your money, the high net worth client is a logical focus. Similar to...
Do your clients deserve the best you can offer? Remember your first clients? Remember how hard you worked to really excel and hopefully earn their trust and future work? Back then you knew shoddy or late work would not provide the opportunities to get off the...
Why do your advice clients engage? For greater returns or greater certainty? I was reminded of this question looking at Google’s headlines last week with their ‘driver-less’ car? Did you see them? Google are making big promises about “changing our world” – what do you...