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Category: Information Hub

Our current theme in our Advising the Advisor Group is Planning. We have covered Project 100 or Project 250 and “Roboting” your client base by classifying them into Red, Orange, and Green. In this article, we will cover crafting, specifically …

Crafting My Target Market Read More »

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So, lockdown and Corona time is one of the few times when it is not great to be positive. However, in these strange times, a positive frame of mind is often the difference between “normality” and insanity. The strange and …

Future uncertain!! Read More »

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Our topic of this blog is “Robots”. Not the robots that fly spaceships or the ones you see on TV, but the ones you usually stop at when you are driving, depending on their colour at the time. Last week, …

It’s All About The Robot Read More »

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On our Advising the Advisor Group this month we will be focusing on a series of videos around the topic of planning. As advisors, what we usually tend to do is “rush, rush, rush” and see as many people as …

Project 100 or 250: A Different Take… Read More »

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Soft Selling versus Hard Selling As financial advisors, especially junior advisors, we tend to favor hard selling as we are focused on closing the sale. However, the best and most effective sales technique is to use a combination of your …

The Steel Hand in the Silken Glove Read More »

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When interacting with our clients, it is important for us to stick to our strategies. The story of the tortoise and the hare is a good example of why we need to do that. The tortoise and the hare were …

The LSCPA Method of Interacting with Clients Read More »

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One of the biggest problems first and foremost when we engage with client is ourselves. There is a very big difference between selling and finding solutions to a client’s problems. This is often a common problem in our earlier days …

The PSABC Method of Engaging with Clients Read More »

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How many times have you walked into a room full of people and shied away from introducing yourself, because people may still consider you to be the “polissmous” (insurance salesman)! So, here is my story, which I have told to …

Who pays the bills? Read More »

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Coronavirus (2020) Death toll : 22,266 [494,180 infected] Originated : China World Population : 7.794 billion (March 2020) [Reference : Google : worldometer] Why are we so shocked by a world-wide virus (see facts from history on the second page)? …

CORONAVIRUS – HAS THE WORLD NOT BECOME COMPLACENT? Read More »

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Most people are starting to realise that in an economy as ruthless as this one, you will need to adapt your approach to business in order to pull through. During such times, the default behaviour is to panic. Panic, which …

10 Useful Strategies to Survive a Recession Read More »

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