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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…