Category Archives: Sales Ideas

Ideas on how to promote your services and the value you create for your clients.

What Makes You Different From Other Financial Planners?

financial Planninig differentiation

Last week I spent a day with some other financial planners and we looked at the changes that are set to occur in our industry here in Australia and how we could position our businesses to be sustainable for the future. A lot of the conversation revolved around pricing and service offerings, and we all…