Hi! Thanks for clicking through to book a place on the Inspiring Advisers
'Getting More Small Business Owner Clients' Workshop
In this workshop we're going to be focusing on making more money by getting more Small Business Owner clients. They are, after all, the perfect candidates for Lifestyle Financial Planning! And, if you've already got plenty of these clients, I'll show you how to introduce and deliver Lifestyle Financial Planning so you can easily get bigger fees.
To book your seat, click on the link below. Non Member colleagues pay normal delegate rate.
'Getting More Small Business Owner Clients' Workshop
In this workshop we're going to be focusing on making more money by getting more Small Business Owner clients. They are, after all, the perfect candidates for Lifestyle Financial Planning! And, if you've already got plenty of these clients, I'll show you how to introduce and deliver Lifestyle Financial Planning so you can easily get bigger fees.
To book your seat, click on the link below. Non Member colleagues pay normal delegate rate.
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What's Covered:
This inspiring Member Workshop will show you:
AND...
For those new to this highly profitable market we'll also spend some time going over the basics of Company Accounts, what to look for - and what NOT to get hung up over. It really isn't complicated. And to prove it, Andy Parker, successful Lifestyle Financial Planner AND practising Accountant (and a recent delegate on my www.InspirationAfloat.co.uk event) will join me and help give you the confidence to get more of these clients. (He'll also give you some first hand advice and tip-offs about dealing with Accountants. He should know - he is one afterall!)
There will also be time to ask questions about any challenges you may be facing.
So, it promises to be a great day! Don't forget to allow time for a beer afterwards!
IMPORTANT: Spaces are limited, and the last dates were sold out fast. So, if you want to grab a seat you'll need to be quick. Just click on the relevant button above. You will be taken directly to the order form. This workshop will help you start the year with a BANG!
NOTE *: Once again I'm keeping the delegate rate as low as possible for Members. Non Members / colleagues from your firm are welcome, but they must pay the normal rate - or sign up! (If they sign up to IAO, they can then get the lower ticket price on this and all future events).
NOTE: If you wish to book two or more tickets you must repeat the booking process by clicking these links again.
Please make sure you select the correct ticket - MEMBER or NON-MEMBER (A 'Member' is the individual registered on Inspiring Advisers Online, actively paying their subscription and flying the flag! Non Members are colleagues, staff or otherwise).
This inspiring Member Workshop will show you:
- Exactly why Small Business Owners are the perfect clients! (Get this right in your head and you will become invincible!)
- How to find them (I'll show you some clever techniques!)
- How to WOW! them! (You need to come across as being different to most Financial Advisers! That's easy, when you know how!)
- How to talk their language - learn to 'Fact Find' and connect with them about their 'story' and their real needs and objectives.
- Which SME's do you target - and WHY! (Some just ain't worth the bother!)
- How to focus on Business Owners approaching - or at - retirement.
- How to use 'PRO-ACTIVE- referral techniques with existing clients and professional connections. (If you are tired of waiting for referrals - particularly from professional connections - here's how to take charge and make things happen!)
- I'll cover what to say, what NOT to say - and what to deliver through proper Lifestyle Financial Planning. (You'll pick up a ton of business on the back of it!)
- And lots more!
AND...
For those new to this highly profitable market we'll also spend some time going over the basics of Company Accounts, what to look for - and what NOT to get hung up over. It really isn't complicated. And to prove it, Andy Parker, successful Lifestyle Financial Planner AND practising Accountant (and a recent delegate on my www.InspirationAfloat.co.uk event) will join me and help give you the confidence to get more of these clients. (He'll also give you some first hand advice and tip-offs about dealing with Accountants. He should know - he is one afterall!)
There will also be time to ask questions about any challenges you may be facing.
So, it promises to be a great day! Don't forget to allow time for a beer afterwards!
IMPORTANT: Spaces are limited, and the last dates were sold out fast. So, if you want to grab a seat you'll need to be quick. Just click on the relevant button above. You will be taken directly to the order form. This workshop will help you start the year with a BANG!
NOTE *: Once again I'm keeping the delegate rate as low as possible for Members. Non Members / colleagues from your firm are welcome, but they must pay the normal rate - or sign up! (If they sign up to IAO, they can then get the lower ticket price on this and all future events).
NOTE: If you wish to book two or more tickets you must repeat the booking process by clicking these links again.
Please make sure you select the correct ticket - MEMBER or NON-MEMBER (A 'Member' is the individual registered on Inspiring Advisers Online, actively paying their subscription and flying the flag! Non Members are colleagues, staff or otherwise).