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Getting ready for the future of advice guide, 2nd Edition

Business Development Guide for Financial Advisers

2 Apr 2019

Getting ready for the future of advice guide, 2nd Edition

The guide covers:

  • Ten questions that can stimulate ideas
  • Investing in change
  • Planning checklist
  • Preparing for change
  • How to manage change better
  • PEST Analysis
  • Your client proposition
  • Your role in generational advice 
  • Client life plans
  • How to make your client feel special
  • Social media and how it can help your business
  • Social media matrix
  • Effective networking & building strategic alliances
  • Business to business marketing plan
  • Setting goals
  • Five minute marketing plan

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