More Tales From The IFP Following on from last week’s blog. What Has Been The Biggest Business Breakthrough In Your Career? Part 2 5. “Joining the IFP” Rebecca Taylor of Dunham Financial Services Ltd, and the current IFP President, said that joining the IFP helped her learn the skills necessary …
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Tales From The IFP 2: Business Breakthroughs Part 1
More Tales From The IFP At the IFP Conference, back in October, I did a series of short interviews with some great advisers who were circulating over the three days. One of the questions I asked them was: What has been the biggest business breakthrough in your career? This is …
Tales From The IFP: Business Frustrations
Tales From The IFP At the IFP Conference, back in October, I did a series of short interviews with some great advisers who were circulating over the three days. One of the questions I asked them was: What was the most frustrating time in your business development? This is what they said. …
Supercharge The Review Meeting
Welcome to the last in the series covering The Review Meeting. We’ve discussed the importance of keeping your clients in lifetime relationships, high value versus low value businesses, the cake (and the icing), the importance of delivering lifestyle outcomes and saying your fee loud and proud. However, there is one last challenge to address. How to supercharge …
Say It Loud
This week we’re looking at the fun part of the ongoing review service, The Icing On The Cake (also known as, telling the client what you have done for them lately). If you are managing £500,000 for a client and charging them 1% pa, that is a fee of £5,000. …