Colin Thomas, Business Consultancy Manager at Prudential, would like to share with you a few tips on how to make sure your clients really know the benefits of your advice.
Here are a couple of his key points to consider when meeting a client for the first time, or even an existing client;
Have you searched Google the way your clients do? Try searching, ‘find a financial adviser’, ‘find a pensions advisor’, ’find an IFA’. Did you see our website on the first page? Did you notice the other listings on the page include our search in their sites? Websites such as, the Telegraph, Thisismoney and Money Saving Expert all include links back to our pages and your profile.
Now might be a good time to update your profile and make the most of our position in the top results in these searches. This is how your clients find you. Make sure you stand out from the crowd.
Have you heard the latest from the World Cup camp? They’re all talking about Luis Suarez, who is not only famed for being one of Liverpool’s most talented strikers, but now for causing strife along the streets of Brazil. We wouldn’t miss this opportunity to take a selfie and be bitten by the Uruguay player, would you?