Building and forging a close-knit global financial planning community through expert insights from financial planners all around the world.
“Skills Pay The Bills”: Mastering The Art of First Meetings with New Clients
The Value For Clients
First Meeting Mistakes: The Round Up
Don’t Do Things By Halves
First Meeting Mistake 7: Not Asking Searching and Interesting Questions
First Meeting Mistake 6: Committing The Client To All Three Phases
First Meeting Mistake 5: Fluffing The Fee Discussion
Knowing When (& What) To Dangle
Are You A Vampire Adviser?
You Talk Too Much
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