MDRT Annual Meeting 2017

Category | Associations

Seek Referrals From Clients Who ‘Love You’

Advisers should be specific about what type of new clients they are seeking when asking existing clients for referrals and should focus on those who have already provided a referral, according to the head of a Melbourne boutique advice business. (more…)

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0 · June 14, 2017 in Associations, Conferences and Events, Practice Marketing  

Shape Advice to Suit Client Styles and Attitudes

Financial advisers need to be aware that clients learn and make purchasing decisions in different ways and should shape their value proposition to cover each of these when providing advice. (more…)

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0 · June 8, 2017 in Associations, Conferences and Events, Soft Skills  
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