The eight wonder of the world. The rule of 72
Albert Einstein – yes, he of “e equals mc squared”, said that compound interest was the greatest mathematical discovery of all time, and this brief summary might just convince you [...]
The toughest question from clients – and how to answer it
Dan Richards Today, anyone in the business of offering advice is challenged by clients looking hard at the value received for the fees they paid. That’s true of accounting and [...]
Two words to get prospects’ attention in 2011
Two words to get prospects’ attention in 2011 Dan Richards For many advisors, the holidays aren’t just a time to relax – they’re also an opportunity to reflect on the [...]
Mini Online Seminar Business Financial Planning
We are often asked what is Business financial planning? Well, it is the biggest untapped market for advice. In Australia there are over 3 million small to medium business WHY [...]
Service with a smile, When I’m good and ready.
In a recent survey of millionaire investors by Chicago-based research and consultancy firm, Spectrem Group, the number one reason why clients leave their adviser is because of poor phone management. Specifically, it appears that these clients expected their adviser to return their phone calls in a timely manner. Sounds reasonable – except that 40% of this client group defined timely as within two hours, while another 14% expected to hear from their advisers within 60 minutes.
Selling Yourself
Selling yourself by David Maida | Thursday, 14 April 2011 With moves afoot worldwide to ban the payment of commissions to financial advisers, it’s only a matter of time before the [...]
Building Relationships
Key principles of relationship building: 1. Go first – the person you are influencing must visibly perceive that you are willing to be the first one to make an investment [...]
