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…

Read more…

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…

Read more…

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 …

Read more…