How to make your clients better at referring?
How do you get referrals from your best clients when they find it difficult to tell others what you do? The answer is that you often don’t – they avoid bringing it up because they can’t articulate it. Generally, they then can’t be bothered trying to explain or don’t want to look stupid that they don’t know.
Read MoreNeed to polish up your online brand?
As everyone heads back into the office the ‘to do’ lists hastily made in 2020, will be dusted off and removed from the desk drawer. On that post-it note will be some items that possibly became more of an obvious need by the end of a challenging 2020. Some will also be based on opportunities you really want to harness for this year.
Read MoreWho gets to teach clients what good advice is?
For a long time, the financial services industry as a whole has been sending mixed messages to would-be clients about what advice actually is. It’s often a combination of going to see an adviser, buying a specific product, getting the best superannuation return…the list goes on.
Read MoreCreating new habits in 2021
As we started 2021, I’m sure we all felt like we were letting go of a well-worn jacket – put quickly in the charity bin and never to be seen again (if you’re in Melbourne you might need a new one right about now #melbournesummer). But, alas, the year hasn’t started so clean and fresh.
Read MoreIs being good at what we do enough anymore?
It’s fair to say that the advice industry has taken a fair pounding in the last few years. For many advisers and advice practices, they have rolled with the punches, taken on board the changes in requirements and continued to provide a valuable service to clients.
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