by futuro | Jun 23, 2021 | latest news
I spoke with an adviser recently about communicating with clients. This adviser has recently reviewed his “service package” to clients and ongoing communication was one of the items included in the services being provided. The adviser was quite pleased in explaining... 
by futuro | Jun 9, 2021 | latest news
I was very pleased to attend a Virtual Forum for Futuro advisers engaged in our Advantage Program. The Futuro Advantage Program provides structured practice management support with our Independent Business Consultant Bob Blurton. The Forum provided the opportunity for... 
by futuro | May 26, 2021 | latest news
It is interesting to note that despite the many changes our Industry has been through, one fundamental thing has not changed in creating a profitable financial planning practice. That is knowing who you wish to do business with and what you will charge them for your... 
by futuro | May 4, 2021 | latest news
Who do your clients call first about anything financial? Will it be you? Have you created the expectation in your clients’ view of your services that enables and encourages them to make the call? How is it that some financial planners develop this type of relationship... 
by futuro | Apr 27, 2021 | latest news
What do your clients say are the reasons they seek advice from you? It is an interesting question? However, is it easy for you to answer that question? It is critical for you to know the answer as it should be at the Core of Your Value Proposition. Why not have a look... 
by futuro | Apr 24, 2021 | latest news
Adviser and client’s interests should trump a Licensee’s interest every time! In the past few months we have spoken with a number of advisers operating their business with Institutional Licensees. It has been interesting to hear of their frustration with various...