If you need more clients then you probably need different skills

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Financial advisers who need more clients need to be better marketers than salespeople in today’s environment.  For most that means they probably need new, or more, skills.  Not more technical skills; more commercial skills. While financial advisers have been figuring out how to get ever-more-compliant and deliver yet-more-paper over the last few years, consumers have […]

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How to prospect in today’s world: 5 sales strategies for financial advisers

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Over the past few weeks I have had many discussions with financial advisers on how they are generating new business in this environment? I took that question back to my colleagues and experienced advisers, and we all agreed that generating new business today boils down to generating new LEADS: Leverage your existing client base Engage the next […]

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How to stand out on LinkedIn

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Being active on LinkedIn can help financial advisers establish authority, credibility and expertise. Rebecca Cofrancesco from Marketing Goodness shares her tips on how you can stand out on LinkedIn. You got the memo, right? LinkedIn is the place to be right now. Over 635 million people are on LinkedIn and that number continues to rise. […]

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Ways to improve your value and ask great questions

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As we all embrace and further deepen a client-centric model, there are many challenges to overcome and many changes to make. People of all ages and financial situations need caring, knowledgeable advisers of all kinds to help them deal with the complexities of modern life. They need expert financial advisers to simplify their financial lives […]

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The power of a vision: Because your future has to start somewhere

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Vision is the thing that initially drives all progress.  Somebody’s view of how something can be…will be….is the catalyst for achievement of great change. Who will ever forget  the power of one mans vision: “I have a dream….”? His vision of how the world could be. Should be. Would be. One day. But what was […]

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If you’re not doing digital marketing, what are you doing?

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It’s fair to say, marketing doesn’t work the way it used to. New technology and lower-cost digital marketing channels like Social Media give businesses of all shapes and sizes easier ways to get in front of potential and existing customers. Every business can be a digital publisher today Your company website, social media channels (hello […]

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Wealth industry jobs most in demand

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Employment prospects are looking up in our industry. “A third of wealth management organisations recently surveyed said they expected to hire more employees this year (32%),” notes Sally Humphris, Executive Director at specialist wealth management industry recruiter Super Recruiters. “Two out of five (42%) expect to maintain staff numbers at current levels.”   Interestingly, none […]

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5 Ways you can work better with your referral partners

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Most advisers have at least one or two referral partners; people who refer the odd client here and there. However, I know that what these advisers want are more robust relationships with these referrers resulting in more potential clients. Is that the same for you or perhaps one of your advisers? Below are five proven […]

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How to get buy-in from clients to full advice

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Clients often want advisers to deal with just one element of financial planning…their current “burning issue” that triggered the need for advice to begin with.  Getting them to engage in full advice can be tough and they need to understand what you CAN do for them, and where your knowledge and skills can make a […]

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The 9 building blocks of a business which will stand the test of time

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When it comes to building something to last the ancient civilisations can teach us a thing or two.  Anybody who has had the privilege of seeing the Great Pyramids up close will recall how perfectly symmetrical and “in balance” they are from a distance as you approach them.  When you are right there at the […]

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