Archive - July 2016

When it comes to client attraction and bringing in new financial planning clients, one thing that’s common across the profession is a general lack of focus! Marketing and growing your FP biz is easy if you have a framework for client attraction to follow (can really difficult if you don’t…) Check out the video to[…]

    For too long now, financial planners have struggled with having too much to do, not enough time to do it and getting caught in a ‘change for changes sake’ mentality. This video will show you what to do if you get more done, in less time and be ahead of the curve and[…]