Seminars and Workshops

Workshops (2)

Articles

How To Find 'The One' (Money Management Magazine)

In this article, LEYLA BANAEI outlines 10 steps every financial planning practice... more >

Making Your Advisers Champions (Money Management Magazine)

In this article, LEYLA BANAEI discusses the concept of bringing in a coach to... more >

Recession Proofing Your Marketing (Money Management Magazine)

In this article, LEYLA BANAEI says now is the most important time to be focusing... 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... 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... more >

Want More Tips and Tools?

Workshops

How to Engage Your Clients Successfully & Create Lasting Value in a 'Fee for Service' Practice

Nov 24, 2009

Engaging your clients in the financial planning process and creating lasting value in every client contact, over and above the fees you charge is key ... more

for $495.00

Creating Your Unique Value Proposition in 5 Simple Steps

Nov 13, 2009

Helping clients appreciate what you do for them and how it is different is the first step to a successful 'fee for service' model of advice... ... more

for $275.00

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