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 …
First impressions count so the old saying goes, and the first meeting with a new client is probably the most important interaction in the whole advice process. Get it right and you set up the rest of the initial client engagement; get it wrong and everything can go downhill very …
Our Selling Skills Workshop Is Back! Click here to book now! Due to popular demand, we are running our sell-out Selling Skills workshop again on 17th December 2014 in London, with a few changes. Previous delegates have told me how the workshop helped transform the way they conduct meetings with new …