This article is part of Money Marketing’s brand new hub, Financial Adviser 2B. For more great content, click here A lot of hard work goes into becoming an adviser, and nothing must feel more like a ...

Last week, I discussed how to structure the first client meeting and how it can be tailored to suite your target market. You might realise I have spent a lot of time on the first meeting. It is the ...

Marketing types are fond of talking about the “client journey”. That usually means the journey an individual takes from being a suspect, to prospect, to client. Here, however, I want to talk about an ...

In the first client meeting, I discussed why I felt a two-meeting strategy was best and why it was a good idea not to send the financial plan to the client before you met for the second time. Picking ...

If you are meeting your client face-to-face at your office, for example, then rapport building starts in the lobby when you meet the client, and as you walk with them to the meeting room. These small ...

This week is Talk Money Week (4th-8th November), a week that encourages open conversations about personal finance, money management, and financial well-being. Therefore, in honour of Talk Money Week, ...