Tag Archives: portfolio managers

How I articulate my value to my clients…

I’m not going to lie… figuring this out was an epic struggle.  Here’s the simple technique that allowed me to finally get my value equation down on paper.

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How To Establish Direct Referral Relationships with Investment Counselling Firms and Portfolio Managers | FEE044 – Transript

Episode Transcript True or false? You, as a financial advisor, are suffering through a totally sceptical and mistrusting public, primarily caused by the avalanche of negative articles and reports of scandals in the media. And the resulting compliance panic at the home offices has made an already tough marketing and promotion situation nearly impossible. Now, […]

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FEE044 | How To Establish Direct Referral Relationships with Investment Counselling Firms and Portfolio Managers

Podcast: Play in new window | DownloadHow To Establish Direct Referral Relationships with Investment Counselling Firms and Portfolio Managers Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to talk about how to establish direct referral relationships with investment counselling firms and portfolio managers […]

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