The Conviction & Confidence Triad…

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 keep your business alive and be ready for the eventual rebound.

And how do you do that?
 
Well you’re gonna PIVOT!
 
Pivot you’re thinking.

Pivot your actions.

Pivot your mindset.

Pivot your surroundings and work environment.
 
And Pivot the way you interact and communicate and market with your clients as well.
 
In this video training, I discuss how to adjust your advice & delivery model to serve people remotely, empathise with them deeply and engage with them effortlessly to ensure that you Pivot, rather than perish in this ‘new normal’.