The Curse Of The High-Producing Owner In most advice businesses the Owner/Adviser is the best producer in the organisation. This can be both a blessing and a curse, and creates a degree of owner dependency. The Blessing It’s a blessing because all businesses that work have a rainmaker, who is …
Displaying 3 Posts categorized under selling
Client Communication: Tips From The Pros
BoulterBowen WealthCare is one of the UK’s leading Financial Planning firms. Simon Boulter and Mo Bowen have happily shared with me some of their fantastic client communication tips. I think these typify the lengths to which great firms go to maintain simple, high quality communications. Client Communication: The Cards In …
Listen Very Carefully (I Will Say This Only Once)
Summertime Selling Skills Week 8 of the Summertime Selling Skills series is in two parts, and it’s all about the answers! The series to date has focussed on shutting up and letting the client do the talking, however, that’s only useful if we actually listen to what they have to …