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How to get clients to agree to cover levels


Thanks for subscribing to the Tips, Traps & Trends Newsletter

In addition to all the useful content provided on the website and in the newsletter, there are several other things we do to get good practical information out for financial advice professionals.

You may be interested in the company page on LinkedIn (http://www.linkedin.com/company/2407123?trk=NUS_CMPY_TWIT ) and you may also find it interesting to join the LinkedIn group "Financial Adviser Marketing Expertise" - which is an open group for anyone interested.  The link for that is:

http://www.linkedin.com/groups/Financial-Adviser-Marketing-Expertise-4491881?home=&gid=4491881&trk=anet_ug_hm 

Finally, you will probably enjoy the Financial Adviser Coach blog - 
www.financialadvisercoach.com - which is aimed squarely at helping financial advisers with useful marketing, sales and practice management articles. Nearly 2,000 people get it now, so there must be something good there! 

As you can tell by now, I am pretty committed to sharing useful information for financial services professionals that will help grow their business, and I provide it through a number of channels. So stay in touch, get engaged, and let me know if there is anything further I can do to help.

regards - and thanks again,

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Tony Vidler

 
Tony Vidler: tony@strictlybiz.co.nz