This is what clients value about a financial advice business

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Do you truly know what your clients value about your business? If you’ve never asked them, how can you possibly know the truth? Through the work that I do, I

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A different way to articulate your value? Could it work for you?

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What you say about your business isn’t nearly as important as what others say about you. Would you agree? I’ll assume you agreed! So, knowing that what others say about

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12 Reasons clients maintain an ongoing relationship with Financial Advisers

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In one of my previous articles, I talked about what clients value about a financial adviser. It was evidence-based meaning it was taken from the research I have conducted for

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This is what clients value about a financial advice business

From

Do you truly know what your clients value about your business? If you’ve never asked them, how can you possibly know the truth? Through the work that I do, I

continue reading

3 reasons why you aren’t receiving more client referrals

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We all know that the ideal client is likely to be introduced to your business through someone else whether that is a family member, friend, co-worker or a trusted professional

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Why do people trust a financial adviser?

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The word trust, according to the dictionary means ‘reliance on the integrity, strength, ability, surety, etc., of a person or thing; confidence.’ Which I believe we would all agree on. But

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How to attract more affluent clients

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Many Advisers I talk to wish to attract more of the affluent client, the perception being that they can afford advice and are experienced in paying for it. That said,

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Why trust should be your number one marketing focus right now

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The other day I was part of a meeting with several others. We were discussing the recent media attention about the industry and specifically about the Commonwealth Bank Financial Planning

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Professional Adviser focus is firmly on client services and not FoFA in 2014

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A recent survey of professional advisers has revealed that their main focus is on delivering value and services to their clients rather than waiting for FoFA to be finalised. The

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8 Step Client Satisfaction Checklist

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Many Advisers have recently asked me about the topic of client surveys, “How do we?” “Should we?” and so forth. As a passionate believer in client surveys, I was more

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