Brokers protect your clients health

Why you need to encourage your clients to protect their best asset

Health and vitality are not factors most people would consider to be assets. The reality is though, good health and vitality most certainly are assets, which sadly many people only recognise as such when they’re gone. Encouraging clients to maintain their health should be the goal of every financial advisor.   You might think that […]


Strategy 101: 5 key ways to maintain your financial services

Many financial advisers struggle to consistently generate new, quality, sales leads. In this week’s post I’m giving you a few key tips to reliably ensure that your new business pipeline stays strong. Many of the old methods still have value, but if everyone’s doing them, you’re in a queue for the same client. Blog or […]

what is your why

Re-examining the basics of Simon Sinek’s WHY

Is there anyone out there who hasn’t listened to Simon Sinek’s TED talk, “How great leaders inspire action?”.     For those who haven’t had a chance to watch his 2009 talk, here is the basic premise of his “golden circle” approach: All businesses define themselves by what they do and how they do it, but […]

work the room

Relationship Building 101: 3 Tips To Work The Room Better

Networking is either something you’re excited about or terrified of, depending on whether you’re a typical extrovert or introvert. But while some of us might tend to be a bit more self-conscious in environments where we don’t know anyone, when it comes to building relationships in the financial industry, it’s easy to work the room […]