Citywire TV: Brett grills James Harvey about mastering his financial planning business - FP Advance

Citywire TV: Brett grills James Harvey about mastering his financial planning business

BY brett

“Explaining and showing value to clients is key”

Other snippets:

  • Developing an appropriate charging structure
  • Taking baby steps helped gain confidence
  • Recognising that James’ core skill was as a financial planner
  • Calling in experts gave James the push he needed
  • A focus on life before money is the key to developing the right kind of client relationships.
Watch Brett and James on Citywire TV James Harvey: Ready to Listen
  • Hidden

Want to know the secret weapon that the best Financial Planners have in their arsenal?

Sign up and you’ll receive my weekly blog straight to your inbox. (You can unsubscribe any time; we won’t be offended, but I don’t think you’ll want to)

Subscribe to Newsletter and Next Level Freebie - Blog side bar (AC)

  • Hidden

ABOUT BRETT DAVIDSON When you work with FP Advance you work with me, Brett Davidson, directly. My motto is ‘advise better, live better’ and I practice what I preach. I’m straight talking and get to the heart of an issue quickly. There’s no beating about the bush, just a focus on helping things improve. Ask my clients – what I teach works.