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 …
Displaying 5 Posts categorized under Cashflow Model
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 …
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 …
High vs Low. Where Do You Sit?
In last week’s blog I looked at the threat to ongoing revenues and how this may polarise firms into high value and low value. What do I mean by that? High value firms are those that have a client offering that consumers are willing to pay handsomely for, but most …
You’re Not Listening To Me
I know it’s a broken record this idea of listening more attentively, but I want to put another spin on it. I believe there is a chain of events that prevents advisers delivering life-changing advice on a regular basis. It goes like this: Don’t ask great questions (e.g. from the …