How to perfect the first client meeting

By Steven Martin The first meeting between a financial adviser and a prospective client is the most important point in the Financial Planning journey: first impressions count and the first meeting is the vital moment where both adviser and client weighs up whether they are right for each other. The best outcome of a first meeting is a second meeting …

Featured podcasts: Nick Taylor & Neil Bailey

Nick Taylor from Lonsdale Financial Consulting Ltd @cherrypicklife Snippet: Neil Bailey from Fortitude Financial Planning Ltd  @fortitude_neil Snippet: Full episode Full episode Subscribe to our Podcast

Featured podcasts: Brian Hill & Joel Adams

This month’s featured pods from our Financial Life Coach Podcast Brian Hill from Jones Hill @KinesicsFS Snippet: Joel Adams from LIFT-financial @joeladamsFPFS Snippet: Full episode Full episode Subscribe to our Podcast

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 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 …

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