Latest Articles
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Finesse your first meeting – Part 2
Imagine you are just about to meet your ideal client. What are you going to say that will build trust from the get go?
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Marketing your business: upping your marketing game
Your financial planning business is going well, and the time has come to take your marketing activity to the next level.
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“This is your captain speaking …”
To be effective you need to be able to apply that knowledge to your client’s unique situation. The more you can tailor your messaging by building upon what is familiar to them, the more successful you can be.
Spotlight
Mitch Anthony discusses his approach to Life Centred Planning
WATCH ALL MITCH ANTHONY VIDEOS
Podcasts
Rob Schwarz and Scott Millar talk to members of the Financial Planning community
