Training

Education is a key part of any transition; a move to a new firm with different systems and policies has an impact on how you can interact with your clients. Setting up your own practice may require that you explore unfamiliar territory such as compliance and regulatory issues in addition to establishing terms-of-business with product providers.

Knowledge and relationships are our biggest assets. It is the linking together and communication of these that lead to bringing in new clients, keeping those clients by involving them in the overall process and encouraging them to introduce others.

The twin themes of knowledge sharing and relationships are deeply entwined and should be ultimately inseparable.

Becoming more effective at sharing genuine knowledge with clients leads to a more mutually profitable relationship; more importantly, it provides a significant competitive advantage in times that more often than not people are being misinformed (and they know it).