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Practical insights to help run a better advice business.

How to trim your first appointment

    Early last year I wrote a blog sharing my experiences of running a live event at Bridgeclimb in Sydney and what it taught me about the power of client...

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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