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The words that financial advisers choose to use matter more than ever before if we want people to follow our advice given that professional advice is inevitably presented in written form at some point, resulting…

Creating content that customers want is not as hard as advisers think it is. It is continually said by financial advisers that it is difficult to create articles and tips which their customers will enjoy…

Most professional development programmes for financial advisers end up being vaguely disappointing for the participants. Often the feeling is that the training is a bit too academic or theoretical and hard to implement in one’s…

Imagine the difference to your business if you were able to double the conversion rate on your opportunities. You spend the same money and effort but get twice as many sales as a result…it would…

There are two types of advisers at this time of year: 1. those who begin finding it tough to close out the game 2. those who are already started on a new game. Typically in…

Why is time management such an issue for professionals when they are good at planning? We can take it as a given that financial advisers and financial planners are good at planning generally. And they…

Clients often want advisers to deal with just one element of financial planning…their current “burning issue” that triggered the need for advice to begin with. Getting them to engage in full advice can be tough…

Blending the old and the new can be a great way to get attention in the digital world, and there are few better examples than this one from an older adviser who was happy for…