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Get clients saving more with the 10/30/60 Rule
by Tony Vidler One of the biggest issues for advisers is to get clients saving more. Getting them to do now what will be good for later means deferring instant gratification and the constant “we wants”, even in countries where compulsory or incentivised retirement savings schemes exist. A fascinating piece of work for any […]
by Tony Vidler We often find ourselves giving good advice only for clients to then dawdle over the implementation of it. That of course presents a range of “risks” for clients as well as being frustrating for the adviser. Whether that risk is the “time cost of their money”, or an opportunity cost, or […]
by Tony Vidler For marketing collateral to be truly effective it must have “readability”. If something is easy to read and comprehend quickly then it will be effective – assuming the actual message wasn’t rubbish to begin with. If you have a good offer, or story, or service and can word that […]