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Client Centred Advisers
Twitter Linkedin
  • Home
  • About
    • About John
    • Case Studies
    • What clients say…
  • Work with me
    • Personal programmes
    • Client Engagement Masterclass
    • The Client-centred Academy
  • Cards
  • Book
  • Free Resources
    • Blog
    • Videos
    • Inspirational words of wisdom
  • Home
  • About
    • About John
    • Case Studies
    • What clients say…
  • Work with me
    • Personal programmes
    • Client Engagement Masterclass
    • The Client-centred Academy
  • Cards
  • Book
  • Free Resources
    • Blog
    • Videos
    • Inspirational words of wisdom
Client Centred Advisers
  • Home
  • About
    • About John
    • Case Studies
    • What clients say…
  • Work with me
    • Personal programmes
    • Client Engagement Masterclass
    • The Client-centred Academy
  • Cards
  • Book
  • Free Resources
    • Blog
    • Videos
    • Inspirational words of wisdom
  • Home
  • About
    • About John
    • Case Studies
    • What clients say…
  • Work with me
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    • Inspirational words of wisdom

Day: 6 August 2025

Where financial planning clients really come from (it’s not where you think)

Most advice on finding financial planning clients is highly prescriptive.

‘Use LinkedIn.’

‘Run seminars’

‘Ask for referrals.’

Do these work?

All of them do. And none of them do. in other words, it depends.

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