Stephen Jones & Pete Matthew

This month’s featured pods from our Financial Life Coach Podcast Stephen Jones from Cooper Parry Wealth @wealthcp Pete Matthew from Jacksons Wealth Management and Meaningfulmoney @PeteMatthew Subscribe to our Podcast

Authenticity above all

By Damien Rylett: “In my last article, I discussed the importance of positioning before a meeting takes place. This article continues this theme before we move into the meat of the actual meeting.
Your messaging extends beyond your “official” company communications to your entire public persona. It all has to fit together. Constantly ask yourself: What does your website, messaging, social media, etc. say about you? Is your self-presentation, even…

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Purposeful Preparation

By Damien Rylett: In this series of articles, I will discuss the key components of a first client meeting and how you could approach it to achieve better outcomes for you, your prospects and your clients. “Most people looking to move to lifestyle financial planning focus on their soft skills—their non-verbal communication, what kind of questions they ask clients, their listening skills and…

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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 …