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    Hundreds of global insights from innovative financial planners.

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    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
    • Oct 25, 2018
    • 3 min

    The 4 keys to getting into your clients world

    Want clients for life? The one thing you MUST do
    • May 25, 2018
    • 2 min

    Want clients for life? The one thing you MUST do

    Why You Need to Say ‘No!’
    • Oct 12, 2017
    • 4 min

    Why You Need to Say ‘No!’

    Moving Forward: The Importance of Client Profile
    • Feb 2, 2017
    • 5 min

    Moving Forward: The Importance of Client Profile

    Spring Cleaning Your Client List
    • Mar 22, 2015
    • 4 min

    Spring Cleaning Your Client List

    Creating Engaged Clients
    • Jan 7, 2015
    • 4 min

    Creating Engaged Clients

    “Skills Pay The Bills”: Mastering The Art of First Meetings with New Clients
    • Dec 10, 2014
    • 3 min

    “Skills Pay The Bills”: Mastering The Art of First Meetings with New Clients

    Professional Connections: Panacea or Problem
    • Sep 11, 2014
    • 2 min

    Professional Connections: Panacea or Problem

    Client Communication: Tips From The Pros
    • Apr 21, 2014
    • 2 min

    Client Communication: Tips From The Pros

    • Jan 28, 2014
    • 3 min

    How Much Should I Charge?

    • Jan 21, 2014
    • 3 min

    The Value For Clients

    • Dec 9, 2013
    • 3 min

    The Clients View….. Statistics to make you sit up and think.

    • Nov 21, 2013
    • 3 min

    How To Supercharge The Review Meeting.

    • Oct 30, 2013
    • 2 min

    Icing On The Cake

    • Oct 10, 2013
    • 5 min

    First Meeting Mistakes: The Round Up

    • Oct 2, 2013
    • 3 min

    Don’t Do Things By Halves

    • Sep 20, 2013
    • 3 min

    First Meeting Mistake 7: Not Asking Searching and Interesting Questions

    • Sep 12, 2013
    • 2 min

    First Meeting Mistake 6: Committing The Client To All Three Phases

    • Sep 5, 2013
    • 3 min

    First Meeting Mistake 5: Fluffing The Fee Discussion

    • Sep 2, 2013
    • 3 min

    Knowing When (& What) To Dangle

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