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...
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...
“Many in the industry are currently distracted by ‘IPO-envy’.” Alan Logan – GM Practice Management, MLC Alan Logan has long been a great commentator of the market. I believe his recent comment is spot on. Bankers and their deals are flocking to our booming industry...
What a time to be a financial planner. Our biggest product manufacturers – the banks – are making record profits, thanks more and more to the performance of their wealth management divisions. Platinum’s float indicates that one prominent stock picker believes the...