Become Better Financial Adviser In Under 8 Minutes
About This Show
We wanted to give short, sharp pieces of content to the adviser community. Specialising in Mortgage Advisers, Insurance Advisers and Financial Planners to help them update the way they do business.
Most Recent Episode
Ep 1: What Should I Send When the Deal is Done
Jul 23 15
You’re a busy adviser, deals closing left right and centre, you don’t have time to think about what to send when a client closes a deal.
You are not alone many advisers struggle to think of what to send. One hand you want to say thank you for choosing to work with you. On the other hand you would love it if they were so grateful for the gift they would scream your name from the roof and get all their friends to use you as their adviser.
This episode answers the question. What should you send when the deal closes. Lets get in to it!