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Strategic Consulting & Training
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Helping you build a world-class, advice-led financial planning practice.
Helping you build a world-class, advice-led financial planning practice.

98 followers
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“Picking three forces you to get to the root of who you really are and what you stand for.” ~ Marc Lore

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Understanding your ideal clients before you begin your marketing efforts WILL increase your chances of getting the best return from your marketing. Via +Tony Vidler 

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Where does all of that non-client time go?  Great post by +Martin Mulcare 

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Regardless of the years of knowledge and experience you may have with a long (or short) term client, resist the urge to assume you know what you need to do for them every year. Rather consider every major annual review meeting as an opportunity for a new ‘discovery’ meeting to best ensure the assumptions you hold today are not clouding undiscovered aspirations they desire or complexities to be overcome in their financial lives.   Via +Jim Stackpool    #DeliveringCertainty  

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Because of the hustle and bustle of the 21st century, it’s even more important than ever to have these meaningful types of relationships. Want to know how to achieve that? Follow these 25 tips.

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We’ve all been there. These are the critical moments... 

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Excellent advice. These principles apply to the way you present ideas to colleagues, friends, relatives and casual acquaintances...

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