Archive - 2015

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One Minute And 19 Seconds… Financial Planner Record
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World Class Financial Planners do this….
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He/She Who Make The Rules Wins The Game
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Be CAREFUL who you follow… Coaching Club Insider
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Your Financial Planning Businesses – Easy or Hard?

One Minute And 19 Seconds… Financial Planner Record

1 minute and 19 seconds….! That’s the new financial planner record one of my clients just set. In just 1:19, he… Sent one of my cut-and-paste promotions, and Had a prospect email him back, saying they want to meet him for a Discovery Consultation (that’s what he calls his initial ‘Meet & Greet’ meeting). When was the[…]

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World Class Financial Planners do this….

Q: Are you tired of trainers or consultants or BDM/PDM’s (and the government & regulators….) telling you how to run your financial planning business successfully when they’ve never done it themselves? Do you feel like your business is controlling you instead of you controlling it? Do you want to fully optimise your skills and passion[…]

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He/She Who Make The Rules Wins The Game

In the last fortnight, 7 people applied to join my elite Blackwing Profit Coaching Club program. I accepted 4 applications, and knocked 3 back. These people had all provided their credit card details, wanting to give me money… and I said ‘NO’. WHY? Because life’s too short to spend one minute with someone you don’t[…]

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Be CAREFUL who you follow… Coaching Club Insider

I got an email from a brand new Blackwing Coaching Club Insider a couple of weeks ago, letting all of her contacts know how excited she was about her new website. The email started with something about “with great fanfare & excitement”, then telling us to go check out her new site, and recommending the designer who[…]

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Your Financial Planning Businesses – Easy or Hard?

At the end of a client engagement meeting or a presentation to a group of prospects (workshop, seminar, private client briefing, corporate super member presentation….), you can ask for applause or you can ask for money. It’s very difficult to do both, so choose wisely. When I was 14, I heard a Fremantle busker yell[…]

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