Coaching & Training For Financial Advisers

  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 […] The post 10 Important Foundations to Review in your Advisory Business appeared first on Platinum Practice Circle.

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 […] The post Packaging Your Services appeared first on Platinum Practice Circle.

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 […] The post Automation: Software & Human appeared first on Platinum Practice Circle.

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 […] The post The Golden Chain: Current Client Referrals appeared first on Platinum Practice Circle.

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 […] The post How Financial Advisers Can Increase Client Conversions appeared first on Platinum Practice Circle.

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 […] The post Facebook Funnel For Financial Advisers appeared first on Platinum Practice Circle.

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 […] The post Great Time To Be An Adviser appeared first on Platinum Practice Circle.

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 […] The post The 3 Ones to Double Revenue appeared first on Platinum Practice Circle.

Here is simple framework you can use plan your year out. Podcast Highlights 00:22 Introduction 00:30 Simple is better 00:36 First Step is to get Clarity 00:55 Second Step is Leverage 01:45 Third Step is Take Action 02:04 Fourth Step is Refine and Measure 02:24 Write down your Goals Transcription Good day guys, Guy Freeman […] The post Rapid Goal Planning Framework for Financial Planners appeared first on Platinum Practice Circle.

PODCAST HIGHLIGHTS:  00:59 Introduction 02:46 Build Rapport 02:57 Set Agenda 04:38 Stretching the Gap 06:23 Get Hired TRANSCRIPTION:  G’Day Advisers Guy Freeman hear from platinumpracticecircle.com. Just wanted to bring you this quick framework. It worked really well for me over the years and something that I’ve really developed and built some script around. Question come […] The post Converting High Paying Clients appeared first on Platinum Practice Circle.