Transcription: 01:41 – Purpose 02:18 – Success 03:00 – Lifestyle 04:02 – Strategy 04:36 – Structure Good day Advisers, Guy Freeman here from PlatinumPracticeCircle.com. Given that its coming to the end of a big year, I just wanted to share with you which will make this into a series of some really important points […]

TRANSCRIPTION:  Good day advisers! It’s Guy Freeman here from PlatinumPracticeCircle.com Today I just wanted to have a discussion and some training around packaging up some of your services so I’ll tell you what I mean by this. Why would you consider doing this packaging up your services. So a couple of reasons and in my […]

PODCAST HIGHLIGHTS:  00:01:09 – Software Automation 00:02:26 – Human Automation TRANSCRIPTION:  Good day Advisers! It’s Guy Freeman from PlatnumPracticeCircle.com. Just wanted to talk to you today about Automation and why I think this is really important for your business to consider and there’s a couple of different automations that I’m talking about here. One is […]

Good day, it’s Guy Freeman here from PlatinumPracticeCircle.com. At today’s training is on How to Look at Current Client Referrals. So this has been a very big focus of mine and I think it should be of your practice as well. And I’ll give you a few examples and some of the stats that we’ve […]

PODCAST HIGHLIGHTS: 00:00:40 – Introduction 00:01:31 – Preparation 00:01:35 – 6 P’s 00:02:33 – Scripts 00:03:55 – Pricing TRANSCRIPTION:  Good day everyone. Guy Freeman here from PlatinumPracticeCircle.com. Today I just wanted to provide a little bit of training on the conversion side of things. As you know in Platinum Practice Circle membership, the main things […]

PODCAST HIGHLIGHTS: 00:56 – Different pillars or lead sources and digital marketing 01:26 – Target a particular type of client 02:07 – Identify the type of person or ideal client 03:18 – Remarketing 04:24 – Refine your targeting 04:58 – Again remarketing TRANSCRIPTION: Good day advisers Guy Freeman here from PlatnumPracticeCircle.com here but just wanted […]

A commission into banks and financial planning has been put into the spotlight as part of all that, so what’s come out of it essentially is a lot of bad practices. But I just wanted to give my opinion about the way that we should be acting in these circumstances. PODCAST HIGHLIGHTS: 00:14 – The […]

A walkthrough in building your own Business Dashboard. This is a quick look at some really important numbers that you need to know for your business. It is a dashboard where you can see the health of the business in different areas. Podcast Highlights:  00:30 – Dashboard 00:35 – Pipeline 00:50 – Paraplanning 01:00 – […]

This explains how you can generate more leads in your business, when you are at that point where you get stuck and don’t know where to turn to. PODCAST HIGHLIGHTS:  00:00:00 – Introduction 00:11:13 – The 3 Ones to Double Your Revenue 00:37:22 – Doubling Your Traffic Source 00:02:34 – Improve Conversions 00:03:27 – Product […]

Using the Business Dashboard we could measure the business on a daily basis using six really important things and this will show us the health of the business. PODCAST HIGHLIGHTS: 00:54 Why have we built this? 01:10 Traffic Light System 02:39 Staff KPI Dashboard TRANSCRIPTION Business Dashboard Good day everyone, Guy Freeman here from platinumpracticecircle.com. Today […]