Client Engagement
Producing a Virtual Event for Clients
Ruth Sturkey shares Paradigm Norton’s experience of planning and producing a virtual event for clients. Having all things backed up is key.
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Three Ways to Market and Promote Cashflow
When you’ve seen the benefits of a lifetime cashflow model first hand, it’s a lightbulb moment that immediately convinces you of its power.
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Opportunities to Keep Engaging
An annual client Review Meeting acts as our formal client touch point each year to review what has happened and what changes need to be made to inform the future.
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Slowly but Surely does it
Much has been written about the first meeting with a prospective client. What happens when the prospect decides to proceed?
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The Value of Financial Planning in Removing Mental Barriers
Understand and accept that money is not the end-game, but a mere medium used to ultimately help clients and loved ones towards a better quality of life.
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Where the Behavioural meets Financial Planning
It’s at times like this, in COVID-19 Age, when financial wellbeing and resilience become increasingly important. This is Natalie Holt in conversation with Hayley Tink, Smith & Pinching.
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