Alan Smith – learn : practice : be brave : gather feedback

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/5898890/height/90/theme/custom/autoplay/no/autonext/no/thumbnail/yes/preload/no/no_addthis/no/direction/forward/render-playlist/no/custom-color/27aae1/” height=”90″ width=”450″] Download here Why everything is intentional Why you need to learn, practice, be brave and gather feedback Why being curious is the most important characteristic for a Financial Life Coach Why most people are bad listeners Why having bank of great questions has been key to Capital’s success Why everything in your business should be thought …

Financial Life Coach Podcast meets Brian Hill

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/5899257/height/90/theme/custom/autoplay/no/autonext/no/thumbnail/yes/preload/no/no_addthis/no/direction/forward/render-playlist/no/custom-color/27aae1/” height=”90″ width=”450″ placement=”top”] Download here Listen to me discuss with Brian Why he helps clients to do something important to them What is the ‘No sign-up meeting’ Why he believes that you should either ‘stand for something’ or ‘stand against something’ Why he believes that staff should only stay with him for 3 years and that they only …

Financial Life Coach Podcast meets Adam Carolan

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/5902989/height/90/theme/custom/autoplay/no/autonext/no/thumbnail/yes/preload/no/no_addthis/no/direction/forward/render-playlist/no/custom-color/27aae1/” height=”90″ width=”450″ placement=”top”] Download here Why niche is crucial Why getting to know clients takes time The importance of getting a a client’s administration sorted What 4 meetings need to be held with every client every year and what additional contacts will be made Why flat fees are crucial in his market  Why the future for financial life …

How to perfect the first client meeting

The best outcome of a first meeting is a second meeting – to have engaged a prospective client enough so that they want to continue talking to you about how they can improve their finances and their life. If you don’t have clear objectives in mind for the first meeting the time spent sitting in front of the prospective client …

How to Become a Successful Financial Planner

By Damien Rylett  What exactly is it that sets a successful Financial Planner from one who is struggling or failing in their career? Can success as a Financial Planner be chalked up to intelligence level or sales skill or experience or is it just good fortune? There is no one correct answer for these questions but we will use a …