Below you'll find a list of all posts that have been categorized as “Blog”
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 …
David Hearne @dontdelay from Satis Asset Management Snippet: Full episode
This month’s featured podcast is with Dom Spalding & Jonathan Hunt…
To subscribe in iTunes, please search for The Adviser Gap Podcast For Spotify, click here There are many talking points up for debate in the world of financial planning; active vs passive investing, charging based on assets or flat fees, life planning or financial advice? You’ve probably heard and read many a discussion or blog post on these topics and …
Kevin Deamer from KMD Private Wealth Management and Craig Palfrey from
Penguin are our featured podcasts this month. Read more…
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…
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…
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 …
A Chartered Financial Planner is expanding a training academy for planners that he launched last year. Steve Martin CFPTM Chartered MCSI, is to run a… Source: James. Read more…