On Wednesday 22nd May at 1pm, I’m holding a lunchtime webinar . It’s about the top 3 issues I’ve noticed in how great Financial Planning firms are run, and it’s changed from the things I used to see in the past. I want to share that learning with you. It’s a game changer. Book Your Place Now I’ve been consulting to Financial Planning businesses for over 15 years here in the UK. I’m currently working with more than 40 businesses right now via my Uncover Your Business … [Read more...] about The Top 3 Issues Affecting Your Business Right Now
Events
Brett’s Interview with Kristin Harad at the Implement Now Summit
In this interview, Kristin Harad and I discuss delegation tips, how to build the right team, and the benefits of using virtual support. We also delve into my global nomadic lifestyle. This in-depth interview would be great to listen to during your commute. … [Read more...] about Brett’s Interview with Kristin Harad at the Implement Now Summit
How Do You Protect Yourself…
How do you protect yourself in the handover phase as you lead up to succession or sale? You’ve got to start handing over client relationships at some point and you certainly can’t wait until the exit date to get moving. Yet it’s a high risk move and many have been burnt on this one before. So what do you do? There are three strategies that have to be in place to ensure you’re safe: Build an effective team based approach that sees everyone involved in the business touching the client … [Read more...] about How Do You Protect Yourself…
Don’t Throw The Baby Out With The Bathwater!
Everyone wants to talk to you about new ways of finding the right clients, but you just want to do something that will generate good leads now! Alright. I hear you. So, what’s stopping you? Many firms have stopped doing anything that might generate a new prospective client, as the new wave of 21st-century marketing rolls in. That’s a big mistake in my opinion. Your lead generation can still involve the staples of your 20th-century marketing, but your firm needs to move with the times … [Read more...] about Don’t Throw The Baby Out With The Bathwater!
You Can’t Sell Anything On Twitter
When I was first out of school and working in a consumer electronics store (selling Hi-Fis, TVs and Video recorders - remember them?) one of the top sales guys took me under his wing and told me: “You can’t sell anything over the telephone”. Potential customers used to call the shop and ask for our best price on an XYZ. He told me: “If you give them your best price, what do you think they’ll do with the information? Call another store that will promise them another ten dollars off and you’ve … [Read more...] about You Can’t Sell Anything On Twitter