Cécile Meier on LinkedIn: My Net Worth: Quin Henderson, Southbase Group CEO (2024)

Beyond financial advice, strong client relationships are the secret to success. Trust, understanding, and adaptability create a foundation for personalized strategies. Plus, happy clients are more likely to become advocates, sharing their positive experiences and referrals.

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Just had a conversation with an adviser who's hugely disappointed by the lack of support from his firm. As most advisers can attest, the role requires multitasking, prospecting, gaining and retaining knowledge, listening, being a confidante, and creating and maintaining wealth. Yet, at the end of the month, the firm takes a bigger slice of their income without doing any of the above. It's no wonder he's fed up and disappointed. At One Financial Solutions, we understand that a fair split for a fair amount of support is the answer. We believe in working with like-minded people, having autonomy in how you run your business and work with YOUR clients, and providing expert support, both practical and technical. We also believe in paying the right amount of your income for that support. And most importantly, we believe in having fun along the way and getting recognition for a job well done. Our recent joiners from the largest network agree that we have the majority of this right, and we're working hard to get to 100% with the help of our team. So, come along, have a coffee and a chat with us, and see what you're missing out on.

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We're not always ready to do the logical thing! Sometimes all it takes is for someone to create a bit of time and space to reflect, contemplate and let us get in touch with ourselves. Only then can we seek to understand our behaviour and see it for what it is. Coaching helps massively with this. And it can help hugely in a financial planning setting. #financialplanning #financialadvice #financialadvisers

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Financial advisors often secure meetings with important prospects after substantial effort. The crucial question is: How can they ensure a positive outcome in just 30 minutes? Read the article below to learn more!

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Here is an easy way Financial Advisors to get new clients for this year.How? Annual reviews. We have to do annual reviews anyway to be compliant, so let's turn them into a source for new referrals. Plus, we don't want clients to switch off their optional ongoing advise fees.Last year I did several workshops on “How to turn Annual reviews into instant referrals and new clients.” You may have been busy then, but you don't want to be left behind without this skill.Yes, less prospecting and more referrals mean a more successful business.If you would like to know how to learn these skills online in only one hour, call me on 07795 600700 or email me at Bernie@berniedesouza.com.Let's make 2024 a record year!Bernie#BusinessGrowthStrategy #businesscoaching #moreappointments #morerefferals #moreclients

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Here is an easy way Financial Advisors to get new clients for this year.How? Annual reviews. We have to do annual reviews anyway to be compliant, so let's turn them into a source for new referrals. Plus, we don't want clients to switch off their optional ongoing advise fees.Last year I did several workshops on “How to turn Annual reviews into instant referrals and new clients.” You may have been busy then, but you don't want to be left behind without this skill.Yes, less prospecting and more referrals mean a more successful business.If you would like to know how to learn these skills online in only one hour, call me on 07795 600700 or email me at Bernie@berniedesouza.com.Let's make 2024 a record year!Bernie#BusinessGrowthStrategy #businesscoaching #moreappointments #morerefferals #moreclients

Our latest blog discusses a concern of many of our peers and colleagues: why are clients disappearing? The answer may not be what you think...

👏 Always love hearing how we can help our customers to streamline their compliance processes. Some really great insights from this ThinkAdvisor article interview with Anand Sekhar, check it out! ⤵

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Here is an easy way Financial Advisors to get new clients for this year.How? Annual reviews. We have to do annual reviews anyway to be compliant, so let's turn them into a source for new referrals. Plus, we don't want clients to switch off their optional ongoing advise fees.Last year I did several workshops on “How to turn Annual reviews into instant referrals and new clients.” You may have been busy then, but you don't want to be left behind without this skill.Yes, less prospecting and more referrals mean a more successful business.If you would like to know how to learn these skills online in only one hour, call me on 07795 600700 or email me at Bernie@berniedesouza.com.Let's make 2024 a record year!Bernie#BusinessGrowthStrategy #businesscoaching #moreappointments #morerefferals #moreclients

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1 Comment

As financial professionals, we encounter various clients, and some situations can be challenging. Here's a valuable tip: When facing a difficult client, approach the situation with patience and empathy first—and not just the numbers. Listen actively to their concerns and frustrations, and seek to understand their perspective.Remember, finding common ground can help you get to your destination faster, even if you're not sure where to go next. Stay focused on delivering exceptional service and building trust 🤝📈

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