How To Get A Top Google Ranking And Much More Business With A Google My Business Listing

We often hear talk about 6 or 7 step advice processes but what does this actually mean? There are various versions of what constitutes a proper financial advice process and whether such processes should always be used in the provision of all forms of financial advice process, including insurance broking.

The IFSO will look at recent complaints about brokers and financial advisers.

You already know you should be doing some prospecting for new clients. But there’s too much other stuff going on. So you put it off. Maybe you’re overwhelmed with options.... Or you’re discourage by your past results... Or you can’t seem to find the time. Does this sound familiar?

Clients are often surprised when the insurer asks them to prove or quantify their loss

This seminar will cover claims-made policies

The key to success for top performers is having a sales process

Do you know the risks to your success?

It is often only when a loss occurs that a broker finds out how good their clients BI policy is. It is too late after a loss to retrospectively change the cover. You may not have seen your client’s financial accounts.

Neuro Linguistic Programming (NLP) and Multiple Brain Integration Techniques (mBIT) are two human sciences that are intrinsically linked and provide many skills on human interactions. But how can we use these in the world on financial advice?