It is your brand that makes you stand out from the crowd. It is what puts you front of mind of potential clients. It allows them to differentiate you from the crowd.
No two clients are the same and I have decided to share some of these client scenarios that I have dealt with as I know it will be of interest to some of you.
In difficult times like this, it is often the view of financial professionals to role out the mantra “to do nothing and stick to your plan” I politely disagree, now is the time to get very busy to help you navigate and make the most of this challenging situation.
Jill Kerby has been a successful personal finance journalist for over 25 years. She has worked for The Irish Times, The Sunday Times, Business and Finance magazine and has been a regular commentator on radio and television. She edited Irish Pensions magazine for the IAPF for 10 years and her popular MoneyTimes column appears weekly in a dozen regional newspapers. She is an outspoken consumer advocate and educator, so I was delighted that she agreed to chat to me about life, money and happiness or even the “absence of unhappiness” as she likes to term it.
Bruce Kluk runs a boutique financial advisory business, nestled in the heart of a quiet leafy street in beautiful Double Bay, Sydney Australia. Yet from his third floor office looking on to the park, his firms manages the financial affairs of some of the most successful people in Australia. They have come to Bruce and his team for guidance, ignoring the pleas of advisers from large financial institutions and the super slick private banks.