Recording from the acclaimed Financial Adviser Mastermind and Challenge.  If you're a financial advice professional, you're probably looking for more Right-Fit Clients - clients who are a pleasure to work with and who appreciate you for all the right reasons. 
Are you finding it challenging to reach these people? Are you maximizing the referral/introductions process? Are you communicating just the right message to get them interested?  Check out this fantastic episode now...

Recording from the acclaimed Financial Adviser Mastermind and Challenge. If you're a financial advice professional, you're probably looking for more Right-Fit Clients - clients who are a pleasure to work with and who appreciate you for all the right reasons. Are you finding it challenging to reach these people? Are you maximizing the referral/introductions process? Are you communicating just the right message to get them interested? Check out this fantastic episode now...

Recording from the acclaimed Financial Adviser Mastermind and Challenge. &nbsp;If you're a financial advice professional, you're probably looking for more Right-Fit Clients - clients who are a pleasure to work with and who appreciate you for all the right reasons.&nbsp;
Are you finding it challenging to reach these people? Are you maximizing the referral/introductions process? Are you communicating just the right message to get them interested? &nbsp;Check out this fantastic episode now...

Interview with referral and introductions expert to financial planners, Bill Cates

Financial Adviser Lives is the business development podcast for IFAs, financial planners, wealth managers and professional financial advisers.

Featuring interviews with IFAs, financial planners and industry experts throughout the UK and further afield, we find out what makes them tick, what motivates them and how they attract and service their ideal clients.

Thousands of advisers have joined our community on Facebook, where they network, share best practice, get answers to their business questions and provide help and support to one another: https://www.facebook.com/groups/AdviserLifeTalk

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Financial Adviser Lives is the business development podcast for IFAs, financial planners, wealth managers and professional financial advisers. Featuring interviews with IFAs, financial planners and industry experts throughout the UK and further afield, we find out what makes them tick, what motivates them and how they attract and service their ideal clients. Thousands of advisers have joined our community on Facebook, where they network, share best practice, get answers to their business questions and provide help and support to one another: https://www.facebook.com/groups/AdviserLifeTalk

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Interview with referral and introductions expert to financial planners, Bill Cates

Interview with referral and introductions expert to financial planners, Bill Cates

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