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Are you a Vampire Adviser? 21 Aug 2013 | 09:48 pm

First Meeting Mistake 3: Going For The Jugular Another of the biggest mistakes advisers make in first meetings with new clients is what I’ll call “going for the jugular”. Advisers ask one or two ques...

Questions, Conversations and Comments in the LifeTalk Forums - 15th August 2013 15 Aug 2013 | 07:32 pm

I am a Sesame network member planning on going direct in the next couple of months and would welcome feedback on the level of service provided by Bankhall or Simply Biz and any issues experienced http...

Put the gun down and walk away from the Fact Finder 14 Aug 2013 | 06:41 pm

Summertime Selling Skills Welcome to week two of my Summertime Selling Skills series all about the first meeting and the top 10 mistakes advisers make. Last week we discussed talking too much at the....

Six slides that will kickstart the transformation of your professional identity online 13 Aug 2013 | 04:25 pm

Here are just six slides from our workshop on how to use LinkedIn to attract new clients and valuable connections.  These six slides alone contain ideas that will make a big difference to how you bene...

Investors need more support as advice gap grows 12 Aug 2013 | 05:43 pm

Six months post-RDR almost one in three UK investors feel “bad” or “worried” about making their own investment decisions, with some reckoning they cannot afford professional guidance, according to an ...

You Talk Too Much 10 Aug 2013 | 12:30 am

Summertime Selling Skills Throughout August and into September I’ll be bringing you a Summertime Selling Skills series all about the first meeting. There are four aims for a good first meeting: For...

BoE low rate plan positive for pension investments 8 Aug 2013 | 06:12 pm

The Bank of England’s revealed today it is unlikely to hike the interest rate from its current super low of 0.5% until the unemployment rate has fallen to a ‘threshold’ of 7% -  a level it does not fo...

Advisers keen on BoE's low interest rate plan 5 Aug 2013 | 10:45 pm

Financial advisers would broadly welcome plans by the Bank of England’s new governor Mark Carney to reassure borrowers that rates will remain at historically low levels for a lengthy period of time. T...

You have a choice: Package or Perish 1 Aug 2013 | 02:59 am

I’ve written extensively about the issue of packaging up the services you offer your various client segments, but there are still some common issues that seem to be holding firms back from getting thi...

What can you do about Internet Trolls? 31 Jul 2013 | 04:22 pm

Professor Mary Beard from the University of Cambridge put former public schoolboy Oliver Rawlings firmly in his place after he abused her on Twitter. He triggered a war of words after Tweeting that sh...

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