Summertime Selling Skills Welcome to week two of my Summertime Selling Skills series all about the first meeting and the top 10 mistakes advisers make. Last week we discussed talking too much at the first meeting, this week I ask you to put the gun down, and step away from …
Displaying 49 Posts categorized under Financial Advice
You Talk Too Much
Summertime Selling Skills Throughout August and into September I’ll be bringing you a Summertime Selling Skills series all about the first meeting. There are four aims for a good first meeting: For you to understand something of the client’s issues For the client to understand the real issues they are …
Entrepreneurial Burnout
The Burnout Cycle Every entrepreneur has limits on what they can do. You can push yourself for a while, but eventually you reach your limit. Almost everyone I know that works for themselves has had this experience; I know I have, more than once. Here’s how the cycle goes for …
Your Ideal Client
I’m sure you’ve heard about profiling your ideal client. The idea is to define what makes the perfect client for you and your business, so you can target more of them. It makes perfect sense. Ideal clients for me are: 1. Running a financial planning business model That is, they are committed …