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 …
Displaying 48 Posts categorized under Financial Advisers
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 …
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 …