As a financial planner, your business is your livelihood. And you’re in a pretty lucky position in that you CAN keep working, serving your clients and earning income…! But because of current events, you can’t run your business like it’s ‘business as usual’. You need to keep your cash flow going & retain clients to[…]
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(SUPER IMPORTANT Video for financial planners who want to sharpen their message to market…) Team, I made this video for you to help with your messaging and getting engagement & interaction (at a time when most financial planners are just handling questions or admin or cancellations…). This one simple PIVOT will show you how to[…]
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You’ve got an initial meeting or a ‘discovery consultation’ booked with a potential new client… What processes are you going to go through? You’ve probably already had a quick chat or had them fill in some sort of questionnaire. You’ve picked out a few ‘issues’, you’ve probably got some ‘solutions’ in mind to discuss and[…]
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