Below is a revisit to what financial planners and advisers were most interested in during the past twelve months.
I hope you enjoy reading the articles and getting value from them as much as I enjoy creating them.
1. Why clients say yes to financial planning (when they weren’t initially looking for it)
In my experience (and probably yours too) no one ever asks for a financial plan.
So, for a client to realise that financial planning can help them and is a worthwhile investment, it happens through the conversations that you have.
In the article we’re not looking at what to do or say, but something much more fundamental (and helpful).
2. Beyond Logic: Why intuition matters in a left-brained world
Are you looking for an edge? Tools, tips, and techniques can help but these don’t come close to what you have naturally available to you.
This article explores something that can help you in any area of your life and business and at any time.
3. Too much information: Give clients only what they need (not everything you have)
This article highlights a common mistake that advisers can make.
I share a story of a firm I worked with that made some adjustments to what they were doing and experienced significantly improved uptake of their advice.
4. The little understood power of the present moment
If there is ONE THING that can immediately improve the quality of your experience and performance, it’s this.
I invite you to read the piece through and reflect on how much of your time you spend being truly present with whatever you are doing or whoever you are with.
5. The missing skill in financial planning: becoming a true influencer
Influence is an essential skill if you want your work to make a real difference in your clients’ lives and be professionally well rewarded.
Yet financial adviser training and qualification does not teach you anything about influence.
In fact, it probably makes you less influential (you can read two examples in the article).
6. Client meeting not going well? Here’s what to do
We all want our meetings to go well.
And the most significant factor or yardstick in the quality of a meeting is the tone (the feeling in the meeting), not the content.
There could be many reasons the tone of a meeting could be lower than we want. The question is: What can you do about it?
I invite you to read the post.
PS. Here is a link to a popular post that lists my top ten coaching books for financial planners. Click here.
