4 practical ways to help your clients feel more confident and reassured about October’s Budget September 12, 2024 by Phillip Bray Read more
The thing 93% of advice/planning firms get wrong with their website September 04, 2024 by Phillip Bray Read more
Why a rigid definition of “professional connection” means you could be missing out August 29, 2024 by Phillip Bray Read more
How to harness the power of input and effort bias when you thank clients for referrals August 22, 2024 by Phillip Bray Read more
Don’t let these 12 social proof myths give other financial advisers/planners the edge over you August 15, 2024 by Phillip Bray Read more