In Part 2 of our Lessons From Other Professions piece, Francis Klonowski gets a bit nervous about the anaesthetic as he gets closer to his knee replacement operation. It’s a fantastic lesson in how to be empathetic, whilst retaining control of the process, and not letting your client run the …
Jim Stackpool: Australia About 12 months ago we featured an Aussie, Jim Stackpool of Certainty Advice Group, as our ‘Guest Blogger From Around The World’. So I thought I’d get Jim to kick us off again with something provocative. He hasn’t let me down. Over to you, Jim. This article …
What is your client really trying to tell you? A while back I wrote a blog called Skills Pay The Bills, about the importance of asking great questions at first meetings with new prospective clients. Neil Bailey, a very experienced adviser at Fortitude Financial Planning emailed me after reading the …
Simple fixes to bring the fun back to your business If you’re making a living as a Financial Planner but not enjoying it, then I can only think you must be missing some of the key elements that make it so enjoyable. Here are my top 3 reasons why you might …
If I asked you what you thought to be the number one marketing method for Financial Planning firms, you’d probably say client referrals. According to survey after survey, you’d be right. Yet when I ask most firms how many referrals they generate per week, they look at me strangely. “What …