Our latest Weekly Update https://conta.cc/4aK71fO
Fairfield Chamber of Commerce (Ohio)’s Post
More Relevant Posts
-
Random Thought Generator | Strategy and Advice @ Marshan Consulting | Finding Purpose @ Impaktful | Podcast Host @ The CPD Pod
🗣️ Inefficiency creeps in everywhere in the #financialadvice process, to the detriment of #financialplanning businesses, and #clients who could be benefiting from their support. And contrary to popular belief 💡, having a "thorough" process is not the #professional way to provide advice. 📉 👎🏼 #Compliance has long been built to make sure the worst quality adviser in the #licensee is doing the right thing - not because the law says that's the way it needs to be done. But they've left (#fasea) so there is an opportunity to 👨🏻💻redesign your #advice experience to be #efficient, #engaging, #entertaining, #educational and signifantly more #profitable (which is professional - it is unprofessional to go out of business on your clients 🤔) for each client and help you see more clients. ‼ This sounds like a fanstastic session! CoreData Group Andrew Inwood
If you are at all familiar with psychology you will recognise the smiling face below as Robin Dunbar, who famously gave us Dunbar’s number, which postulates the number of efficient human relationships is 150. The veracity of that claim is somewhat moot, but the point remains, Australian Financial Advice business are straining a that point .. with 150 customers per adviser, with some licensees bumbling along at 90 per adviser. The challenge is that the number of customers per adviser is a growth, service and income limiter. In the UK good businesses have blasted through that theoretical limit and businesses in Australia are following suit, with many sitting at about 250 per adviser and enjoying the resulting effect on the bottom line. If you want to share with them how they have achieved the growth and the tools they are using .. we are building a community to do that. Sign in here if you are interested. CoreDataexchange.com.au
To view or add a comment, sign in
-
-
𝐓𝐀𝐊𝐄 𝐎𝐍𝐄 𝐓𝐎 𝐀𝐍𝐒𝐖𝐄𝐑 𝐎𝐍𝐄 𝐐𝐔𝐈𝐂𝐊 𝐐𝐔𝐄𝐒𝐓𝐈𝐎𝐍 𝐕𝐁𝐑 𝐏𝐮𝐥𝐬𝐞 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧 𝐅𝐞𝐛𝐫𝐮𝐚𝐫𝐲 𝟐𝟎𝟐𝟒 "What is your economic outlook for your business in 2024?" Answer this month’s VBR Pulse Question here: https://lnkd.in/e9qWkxy7 #volusiabusinessresources
VBR Pulse Question February 2024
surveymonkey.com
To view or add a comment, sign in
-
Marketing and Sales Consultant for HR Consultants | Author | Copywriter | Podcast Host | Helping HR Consultants Get More Leads, Clients, Sales and Profits | Avid Reader | Travel Enthusiast
Ironically... I'd just decided that my next LinkedIn newsletter was going to be about Networking when I saw this post by Helen Bennett. Specifically, my newsletter is about... "The Unspoken Rule of Networking That Everyone Should Know". But this post you're reading now isn't about that... (you'll have to wait till Monday for that, you cheeky scamp) No, this post is about singing Helen's praises. See, I loved the events she arranged and I'd highly recommend my network check one out. They're extremely well organised and you're actually in the room with decision-makers and not just people there for free drinks and a chat. Most importantly... Helen is a really welcoming and friendly person... And she'll take time to understand... who you are... what you do... and who you need to speak to... and then she'll introduce you to the relevant people. Now, that's the kind of service we can all get behind, right? I'm actually kinda looking forward to being back in the UK just so I can start attending her events again. I'm sure Warsaw and South America will be fun... But I do miss Networking with great, like-minded business people! So, yeah, if you get the opportunity to go to one of Helen's events then I highly recommend you do it. You won't regret it. And if you want to know, "The Unspoken Rule of Networking That Everyone Should Know"... Then make sure to sign up for my LinkedIn newsletter before Monday. Or tune in for my LinkedIn Live next Thursday. Bye for now. #marketing #clients #sales #businessconsultants
Our members are the heartbeat and make The Business Network what it is. Some of our members have been with us for over twenty years and continue to find value in what we and the wider Network can offer, either for their businesses or for them as individuals. Find out more on our regional websites: https://lnkd.in/epifd6cR https://lnkd.in/eNCwtFd8 https://lnkd.in/ew4ZvRDM #thebusinessnetwork #networkinggroup #UKnetworking
To view or add a comment, sign in
-
-
In the dynamic world of business, trust and loyalty are the cornerstones of lasting relationships. At NeoGenesis, we believe in nurturing connections that stand the test of time. Here are three key pillars that form the bedrock of our commitment: 1️⃣ Transparency and Integrity: We prioritize open communication and honesty in all interactions. Transparency builds trust, and trust breeds loyalty. Our commitment to integrity ensures that our clients feel secure and valued. 2️⃣ Exemplary Service: Going above and beyond is not just a motto; it's a commitment to excellence. Delivering exceptional service creates an unforgettable experience, fostering loyalty and showcasing our dedication to client satisfaction. 3️⃣ Personalized Solutions: Every client is unique, and so are their needs. Tailoring our services to meet individual requirements not only demonstrates our understanding but also establishes a bond based on genuine care and consideration. In the journey of business, trust and loyalty are not just earned; they're nurtured. How do you prioritize client trust in your business? Share your insights below, and let's inspire a community of businesses dedicated to building lasting connections!
To view or add a comment, sign in
-
Your Network Fuels Your Success: “Your connections are like currency in the bank; the more you invest, the more they grow and benefit you.” #networking #networkmarketing #success #successtory https://lnkd.in/dpgwi8-Q
Your Network Fuels Your Success
medium.com
To view or add a comment, sign in
-
📰 Keeping you in the loop! Stay updated with the latest developments in Your Industry. Here's the scoop on Buisness. Knowledge is power! 💡 #StayInformed #IndustryUpdates #NewsFlash
To view or add a comment, sign in
-
-
Check out this blog by Simplifying the Market
Equity Can Make Your Move Possible When Affordability Is Tight [INFOGRAPHIC]
simplifyingthemarket.com
To view or add a comment, sign in
-
According to a Synergy-YouGov study conducted last August 2023, almost 4 in 10 Filipinos still find it difficult to meet their financial needs based on their monthly earnings alone, a situation that has remained consistent since January this year. How can businesses help Filipinos deal with financial challenges, rising prices, and make wiser spending decisions? Unlock actionable insights into Filipino consumers' financial challenges and discover how your business can make a positive impact. Contact us today! https://lnkd.in/dvWFMs5t #Synergy #YouGov #finance #financialsituation
docs.google.com
To view or add a comment, sign in
-
How is 2023 looking for your business? Despite some challenges, the majority of our 2022 State of the Industry participants reported profits were up. Please take our 2023 survey and let us know how your year is trending. (It is anonymous) Here is the link: https://lnkd.in/gfWS6acp #Locksmith Ledger #StateoftheIndustry
2023 Locksmith Ledger State of the Industry Survey
surveymonkey.com
To view or add a comment, sign in
-
I reflected on commission pressures and their relationship to how information is delivered in the industry today. We should take a serious look at the mechanisms we use to support the flow of information in the industry. https://lnkd.in/grt8rcp5
The Square Deal and Fair Compensation
https://lesswing.com
To view or add a comment, sign in