Article published in IFA – Independent Financial Adviser in 13th November 2017 as “Generating Return on Life (ROL)” Does it seem that some of your clients, despite getting the right investment advice, are not translating financial success into the...
The Wealth Creation industry is changing – and it has to. Regulation is putting pressure on traditional approaches. Significant and ongoing changes to tax laws, financial product rules, lending products, property markets, superannuation rules and our daily lives are...
Sometimes it just makes sense to outsource. We all have limited hours within a day, and this restricts what we can and cannot achieve. As business owners, we are also limited by money – what we can and cannot afford. Quite often, in order to find a solution, or...
How many clients do you actually talk to? Actually engage with, not just send out an email with your latest blog or some other marketing tactic you’ve been told to implement by a consultant. Chances are that you don’t speak to that many at all. Now, think about the...
When was the last time a client referred you onto someone? When was the last time a client told you what they thought of your service, in a good way? When was the last time you had a client leave you? If clients aren’t referring, aren’t talking, or worst of all are...
