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?

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...