Do Your Clients Understand What You Do?

Do Your Clients Understand What You Do?

The Problem Pt 1 A few years ago a friend of mine asked me to refer her to someone who could help her with her superannuation. At the time I wasn’t working as an advisor, but was in the management side of the financial planning industry. She told me they already...
Are You Asking The Right Questions?

Are You Asking The Right Questions?

One of the things I find tough as a financial advisor is listening. It’s not that I’m not a good listener, it’s just that I tend to talk too much in my interviews and not listen enough. I’ve been on those sales courses that tell me I should...
Getting The Temperature Right

Getting The Temperature Right

On my drive into work today I noticed an electronic sign out the front of a business that alternated between displaying the time and the current temperature.  You’ve probably all seen something similar wherever you are in the world. There’s a few around...