Advice April is about reviewing and improving your advice process. In this web event, we will discuss 6 ways to refresh your advice process from
Communicating a Proven Process in an initial client meeting
Building case studies to help explain how we add value
Client Contact calendar to systemise your client communications
Turning the fact find into an experience
Turn SOA presentations into enjoyable and efficient meetings
Updating review meeting to make it more about the client’s journey
Advisers and business owners in our industry are under pressure.
Over 42% are considering exiting the industry.
How do we run our buisnesses in away that is manageable, scalable and profitable?