Building and forging a close-knit global financial planning community through expert insights from financial planners all around the world.
Suitability and syntax – cracking client reports
Public Speaking or Dying
Talking Aussie: Brett & Jim
Creating Engaged Clients
War on complex language, jargon and passive sentences
Client Communication: Tips From The Pros
The Value For Clients
How To Supercharge The Review Meeting.
Say It Loud (& Proud)
The Importance of Delivering Outcomes
Icing On The Cake
High vs Low. Where Do You Sit?
2014 – how was it for you?
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
Why podcasting is so powerful