Results for: Sales and marketing

Redefining the client relationship through language

The subtleties of language can greatly impact the delivery and receipt of messages in an advice relationship. Understanding these subtleties can change not only the course of dialogue, but the very fundamentals of the advice process.

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Using analogies to demonstrate your value to clients

Learn how to use analogies and metaphors with your prospects and clients to demonstrate your value, build trust and set yourself up for success.

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Why it pays to be curious

Learn how using using curiosity can help you better serve your clients’ financial needs and sell more effectively in the process.

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Michelle Baltazar podcast

Michelle Baltazar, Executive Director of Media for Rainmaker Group - publisher of the Financial Standard and Money Magazine, shares her advice for wealth professionals wanting to be heard in the media.

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Advising to Generation Y - The Emerging Affluent

Discover a playbook on how to attract, manage and retain the Emerging Affluent - younger, well-educated, mostly professional Advisable Australians with tremendous advice potential.

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Designing a Client Experience that Drives Growth with Julie Littlechild - The Emerging Affluent

Learn the fundamental truths about client experience from internationally recognised speaker, author, Founder and CEO of Absolute Engagement, Julie Littlechild.

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How segmenting your client base can make your business better with Simon Hoyle - The Emerging Affluent

Join Simon Hoyle, Head of Market Insight at CoreData Research, to learn new ways to understand, profile and segment your client database using a holistic view of how clients think and behave.

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