At their service What do your clients want? Such a simple question, but with some serious effort involved to discover. The secret to becoming indispensable for your clients, is to help them solve their important issues. How well do you know your ideal clients? Here are some questions to ask yourself that can help you get inside their heads a little more. The better you know them, the better you can help them. What is my ideal client embarrassed to admit? What has my ideal client tried in the … [Read more...] about What is Your Client Thinking? And why you need to know
Forward Thinking
How To Choose Best Business Consultants For Financial Planners
When you run your own small business, asking for help can be really difficult even when you’re pretty sure it could be beneficial. This can be especially true of professionals like financial planners, for whom a large part of the day is spent advising others. They tend to be independent risk-takers. They started their business and it’s their baby. Obviously, they should know how to raise it. The fact is that very few people, however good they are at what they do, know everything about … [Read more...] about How To Choose Best Business Consultants For Financial Planners
How To Choose The Best Financial Services Consulting Firms
If you run a Financial Planning, Wealth Management, or Financial Advisory business and you are looking to improve, then you might be considering a Financial Services Consultant. But what for? Faster business growthMore incomeMarketing supportA move into genuine Financial PlanningSuccession planningPreparation for saleProcess improvementTeam issuesImproved selling skills Often, it’s a cross-over or blend of a few of these issues. But, before you start approaching consultants at random, … [Read more...] about How To Choose The Best Financial Services Consulting Firms
How to Show Clients You’re ‘Worth It’, and 4 more must reads for your business
Reset and refresh Hard to believe but we’re at the end of the first quarter of 2019 already. I know you have your quarterly review to do, but you also you need to make sure you give your mindset a refresh too. One of the best ways to do that is by learning something new.With that in mind here are five great must-read business articles that I shared on FP Advance social media this March. Take a step away from getting things done, and get reading. You’ll thank yourself for it. Joe Duran: 4 Ways … [Read more...] about How to Show Clients You’re ‘Worth It’, and 4 more must reads for your business
Regulation is Failing – Here’s Why
Fees from beyond the grave I’ve been keeping a casual eye on developments in my former homeland, Australia, regarding the Hayne Inquiry. It was formally known as the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. The name says it all and it’s not pretty. Here are a few snippets from Jamie Smyth’s article 'Australian inquiry into banking faults greed and lax regulation' (article needs subscription to read) in the Financial Times on September … [Read more...] about Regulation is Failing – Here’s Why