MDRT Annual Meeting 2017

Category | Practice Marketing

Change Phone Techniques to Reach More Clients

Financial advisers should book times to phone clients and not expect they will take a call despite being in an advice relationship, according to a marketing expert speaking at the 2017 MDRT Annual Meeting. (more…)

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0 · June 20, 2017 in Practice Management, Practice Marketing, Soft Skills  

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  
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Top Tips on How to Segment Your Database and Keep the Clients You Want

Respected risk-focussed WA adviser, Mark Rando, has shared his top tips with his peers on determining which clients an advice business should focus on retaining and how they can achieve it. (more…)

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0 · June 14, 2017 in Conferences and Events, General, Practice Management, Practice Marketing  
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Consistency Critical to Success of Business Branding

Victorian adviser, Jenny Brown, has sent an unequivocal message to her peers about the critical importance of consistency when building a successful financial advice business brand. (more…)

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0 · June 7, 2017 in Conferences and Events, General, Practice Marketing  

Servicing Clients in Groups Boosts Loyalty

Financial advisers should use group workshops to attract new clients and conduct regular reviews, a UK adviser has said, claiming clients enjoy the collective experience. (more…)

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0 · June 6, 2017 in Conferences and Events, Practice Management, Practice Marketing, Soft Skills  
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