Archive - 2018

Let’s talk about your client Conversion and why it matters… See there’s a big RISK when it comes to the way you engage with and ultimately convert a new prospect in your FP biz…   If you get this wrong. If you don’t have conviction in selling running for you… you stay stuck doing things[…]

Hey there pro-active financial planner! Steve Salvia here from Blackwing.com.au and today I want to talk to you about HOW & WHEN to start talking about your financial advice. See there’s a right time (and some very WRONG times) to talk about you, and what you do, and answer all their financial problems so that[…]

When you take the time to automate your financial planner marketing and plan ahead… A few really positive things happen for your business! Instead of thinking of your marketing and authority pieces as you go… You’re able to yourself Twelve Steps Ahead…! Yeah, literally 12. Imagine if you could get to a point where you[…]

In today’s Boost Your Business Blog, I want to give you a crash course in automating the marketing in your financial planning business. There’s 2 ways you can do your marketing… Number one – you can do things Manually. Hands on. One by one. Sporadic. Add hoc marketing that’s hard work and frankly – it’s[…]

One of the issues that comes up again and again when I look behind the scenes of Financial Planning businesses is too many people who are overwhelmed, too much to do and not enough time to do it in… In fact…, you’re probably spending more and more time at the office or in front of[…]