Wednesday, 15 May 2013
In this issue of Reality Check,
- What are your best opportunities for cross-selling, asks Daniel Lowinger
- Kim Payne discusses the top 10 ways to engage new clients
- Marianne Perkovic on the 3 keys to maximising staff retention through a sale
- Vanessa Stoykov on what SMSF courses accountants, advisers and brokers need to help them grow their client revenue
Read More
Wednesday, 15 May 2013
Many advisers are unable to clearly explain why a client should work with them, stay with them, pay them and refer them, writes Kim Payne Read More
Tuesday, 23 April 2013
You can create a growth strategy around existing clients by identifying conversations and issues that matter to them, writes Vanessa Stoykov Read More
Thursday, 11 April 2013
Darin Tyson-Chan discusses how new regulations deal with the issues surrounding asset valuation in an SMSF Read More
Thursday, 11 April 2013
Steve Davison asks whether your clients really understand your client value proposition (CVP) and know what they are buying from you? Read More
Wednesday, 20 February 2013
Four key soft skills are critical to engaging clients and adding value to your business, writes Anne Graham Read More
Tuesday, 12 February 2013
There is a guaranteed way to help uncover client needs and deliver innovative new ways of solving client problems, writes Eddie Lees Read More
Wednesday, 6 February 2013
There are a number of steps in developing a successful entanglement strategy that can benefit both clients and practices, writes Vanessa Stoykov Read More
Wednesday, 30 January 2013
Estate planning represents a significant opportunity for accountants and advisers who already have an established client book, writes Vanessa Stoykov Read More
Wednesday, 30 January 2013
Financial planners are perfectly positioned to develop the knowledge to analyse direct shares and offer clients direct share advice, writes Terry McMaster Read More
Loading ...
Comments
murray@mckinleyplowman.com.au on How very productive advisers focus only on their core business
"Agree Vanessa, finding and appointing the right Board members is critical for business growth and ..."
Steven Browning on The 3 reasons why paying a board will pay off for you
"Not only the cost of licensing, but a mountain of consumer protection documents required to ..."
Jason McFadden on How practices can build scale around SMSF offerings