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Become Better Financial Adviser In Under 8 Minutes
6 minutes | Jul 24, 2015
Ep 1: What Should I Send When the Deal is Done
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!
7 minutes | Jul 24, 2015
Ep 2: What to Say at a Networking Breakfast
As an adviser, building a relationship is essential, we know about that. But how do you get the most of a networking breakfast? Long-term relationship can be built if proper actions are taken within the meeting. They may be a client, a buyer, or a friend, but when you know how to act and relay ideas to the people within the meeting, you can get the attention of the people you are after. This episode answers the question. What to say at a networking breakfast. Lets get in to it!
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