Roles Archives - FP Advance

Displaying 3 Posts categorized under Roles

Focus: A Call To Action

One of the great frustrations of running your own business is feeling like you’re on a treadmill, or stuck at your current level of growth. Of course, this happens to everyone from time to time but if you’ve been stuck for a while and want to start moving forward again, …

Read More

Are You A Vampire, Adviser?

Summertime Selling Skills by Brett Davidson Here we are on week three of my Summertime Selling Skills series, where I discuss the top 10 mistakes advisers make at the first meeting. We’ve talked about talking, and stepping away from the fact finder…today I’m asking, are you a vampire, adviser? First …

Read More

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 …

Read More