Why Do So Few Clients Actually Refer? and 4 more must-reads for your business - FP Advance

Why Do So Few Clients Actually Refer? and 4 more must-reads for your business

BY brett

Back to school for your business

School is back in session so you better get learning. Here are some excellent must-read business articles I shared on FP Advance’s social media this September.

Hopefully you’ll learn something new to give your business a lift as a new season begins.


Why Do So Few Clients Actually Refer?

Julie Littlechild

Julie Littlechild knows why clients don’t refer and in this article she tells you why so you can do something about it. There’s also a link to a full podcast on this subject with Dan Allison, the author of Feedback Marketing.


If No One is Engaging with Your Marketing, You Should Do This

Luis Congdon

Business learning | FP Advance

Luis Congdon says, “The first time I posted content online, I did the professional thing and played it safe; and it got me nowhere. The response to my content was dismal. Hardly anyone cared, and engagement on my blog, social media posts and podcast didn’t get the responses I had hoped for. My adherence to ‘professionalism’ didn’t do the trick.” Marketing is about truth, honesty and vulnerability.

Read on for how to bring your marketing to (real) life.


10 Wise Lessons Learned About Being a (Better) Financial Planner

Michael Kitces


This one is gold for all Financial Planners. Michael Kitces shares ten underlying ‘truths’ about Financial Planning from Ben Coombs and the FPA Residency programme. A US-based course, the FPA Residency programme was created to help financial planners develop the skills needed to be successful. I love this stuff.


LinkedIn’s Analysis of 7 Million Job Changes Revealed 3 Themes Every Company Should Care About

Michael Schneider

LinkedIn analysed seven million job changes and found three trends. Here’s the one that affects you “Small is the new big: emboldened professionals flock to smaller organisations.”

Read on and use it your advantage.


4 Questions Emotionally Intelligent Leaders Ask in Difficult Situations

Faisal Hoque

I liked this simple set of questions that you can use when speaking with co-workers or your team about challenging issues.

Check it out.


Why Do So Few Clients Actually Refer? and 4 more must-reads for your business


 

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ABOUT BRETT DAVIDSON When you work with FP Advance you work with me, Brett Davidson, directly. My motto is ‘advise better, live better’ and I practice what I preach. I’m straight talking and get to the heart of an issue quickly. There’s no beating about the bush, just a focus on helping things improve. Ask my clients – what I teach works.