FINANCIAL PLANNERS.... BE YOUR BEST!

1
Be CAREFUL who you follow… Coaching Club Insider
2
Your Financial Planning Businesses – Easy or Hard?
3
Top 10 New Year’s Resolution For Financial Planners in 2015
4
Financial Planners Be Your Best – Quote
5
Freedom Formula: Intensive Roadshow

Be CAREFUL who you follow… Coaching Club Insider

I got an email from a brand new Blackwing Coaching Club Insider a couple of weeks ago, letting all of her contacts know how excited she was about her new website. The email started with something about “with great fanfare & excitement”, then telling us to go check out her new site, and recommending the designer who[…]

Read More

Your Financial Planning Businesses – Easy or Hard?

At the end of a client engagement meeting or a presentation to a group of prospects (workshop, seminar, private client briefing, corporate super member presentation….), you can ask for applause or you can ask for money. It’s very difficult to do both, so choose wisely. When I was 14, I heard a Fremantle busker yell[…]

Read More

Top 10 New Year’s Resolution For Financial Planners in 2015

January is the most critical time for adopting a winning approach for success in the New Year. 2014 was a tumultuous year for Australian financial planners and many remain pessimistic despite the New Year; with many not expecting revenue to increase during 2015 and ongoing concerns about legislation, compliance and how they will continue to[…]

Read More

“Financial Planners…. Be Your Best!”
Steve Salvia

Freedom Formula: Intensive Roadshow

Our ‘Freedom Formula‘ Roadshow was another success. We had a ball woking with our ‘pose’ in Perth – Sydney – Brisbane & Melbourne.

Everyone brought their ‘A’ game and walked away with an ‘enhanced perspective’ around building world class frameworks for Attraction and Conversion in particular.

We look forward to working with you all again…. Keep your diary’s free in March 2015…. we will be back!