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Practical insights to help run a better advice business.

Nailing Goal Conversations

"Goals conversations" should be easy... and this blog I'm hoping I'm about to make it really easy. Some time ago, a family member of mine went to see an adviser,...

THREE QUESTIONS TO HELP YOU MASTER YOUR FIRST APPOINTMENT

There’s a saying I love to share when it’s appropriate. “Learning is a spiral. Mastery requires deep, repeat practice” Martial artists will get it...

4 COMMON FIRST APPOINTMENT MISTAKES

Those who read the last edition of The Finnovator (and downloaded our 9-Step First Appointment tool) will know that I've been doing work recently on first appointments. ...
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