Archive - September 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[…]