Current Articles
How To Find 'The One' (Money Management Magazine)
In this article, LEYLA BANAEI outlines 10 steps every financial planning practice should take in order to develop profitable COI alliances such as accountants, law firms and brokers. read more > | |
Making Your Advisers Champions (Money Management Magazine)
In this article, LEYLA BANAEI discusses the concept of bringing in a coach to assist new advisers who may be technically sound, but lacking in client facing experience. read more > | |
Recession Proofing Your Marketing (Money Management Magazine)
In this article, LEYLA BANAEI says now is the most important time to be focusing on your practice's marketing using six simple tips. read more > | |
Embracing Fee For Service - 7 Strategies For Boosting Your Profits Instantly!
There has been a strong movement towards a fee for service model of financial advice in our industry for a while now, yet only a small percentage of practices utilise the fee for service model successfully. So what is it that these advisers are doing which is assisting in the implementation of a fee for service model of advice that is boosting their profits? Whether your clients have $5,000 or $5,000,000 learning the skills of communicating your fees for service and charging fees will... read more > | |
How To Build Up Your Client Base in 10 Easy Steps Without Ever Advertising!
Strong alliance relationships are the foundation of sustained profitability of any financial planning practice. It is through aligned business relationships that some advisers so easily and effortlessly build their profitable practice, through what seems like an endless source of quality referrals. It is a well recognised fact that referrals from third-party alliances can be an excellent source of business for financial planning practices read more > | |