Communication Archives - Page 3 of 3 - FP Advance

Displaying 14 Posts categorized under Communication

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What Advisers can Learn from Hollywood Greats

The hardest role to play Christian Bale won an Oscar and a Golden Globe for his role in the The Fighter, playing Dicky Eklund, the over-the-top addict and brother of aspiring boxer Micky Ward. In Bale’s acceptance speech at the Golden Globes he acknowledged the work of lead actor Mark …

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Creating Engaged Clients…and getting more client referrals as a result!

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 …

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Client Communication: More Tips From The Pros

Continuing on from last week’s post on client communication; Simon Boulter and Mo Bowen, from leading UK Financial Planning firm BoulterBowen WealthCare, have shared more great client communication tips. Once again, these tips show the lengths to which great firms go to maintain simple, high quality communications. Client Communication: The Magazine …

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Blogging – Tips For Getting Started

If you are not writing a blog you are missing a trick. Blogging, video blogs (or vlogs), podcasts, Google+ hangouts etc are what businesses are using to communicate with potential prospects and clients alike. I am going to lump them all under the blog heading for the purpose of this …

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