Building and forging a close-knit global financial planning community through expert insights from financial planners all around the world.
The 4 keys to getting into your clients world
Want clients for life? The one thing you MUST do
Why You Need to Say ‘No!’
Moving Forward: The Importance of Client Profile
Spring Cleaning Your Client List
Creating Engaged Clients
“Skills Pay The Bills”: Mastering The Art of First Meetings with New Clients
Professional Connections: Panacea or Problem
Client Communication: Tips From The Pros
How Much Should I Charge?
The Value For Clients
The Clients View….. Statistics to make you sit up and think.
How To Supercharge The Review Meeting.
Icing On The Cake
First Meeting Mistakes: The Round Up
Don’t Do Things By Halves
First Meeting Mistake 7: Not Asking Searching and Interesting Questions
First Meeting Mistake 6: Committing The Client To All Three Phases
First Meeting Mistake 5: Fluffing The Fee Discussion
Knowing When (& What) To Dangle
.png)
