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The Secret is Out: The Official Client List
For years, many financial planning businesses have been operating with a hidden weakness. It is not always obvious from the outside. The advisers may be capable. The clients may be loyal. Revenue may be recurring. The team may be busy. The CRM may even look full and active. But underneath, one basic question often remains…
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From Good to Exceptional: The Subtle Architecture of High-Performing Practices
Most advice businesses operate at a high level, maintaining stable revenue, professional teams, and satisfied clients. From the outside, these firms appear solid; there is no crisis to solve or obvious weakness demanding attention. However, for many owners, there comes a quiet moment where "solid" no longer feels like…
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I'm Mat Tenison, Advisely board member
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4 ways to make a better first impression with clients
As the cliche goes you don’t get a second chance to make a first impression. When it comes to financial advice this is especially true, as clients need to feel comfortable with their adviser if they’re going to entrust their financial future to them. To make a positive impact, Director of Sufficient Funds James Millard…
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The old referral model is dead. Here’s what’s next
A long-held belief has been that the “dream team” experience of financial planning, broking, accounting and legal should all go hand-in-hand, with an account managed by the planner. Of course, many of these relationships have been developed in the past via referral agreements, where each of the parties refers to each…
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Advisers need to change their hook
This article has been taken from the NMP education library which has now moved to Advisely So what has this to do with the hook and advisers? Communicating in creative and authentic ways and showing customers the “story” of finance and how working with the industry can be transformational. Advisers need to tell authentic…