Description

You've done it - you're at a point where you have enough enquiries coming in each week to fill your books. Plenty of meetings, plenty of engagements, plenty of clients. 

But, sorry, what's that? Now you don't have plenty of time? Now there isn't enough hours in the week to do all the work you've promised all these wonderful clients?

What's the solution?

Well, this week, we discuss one possible solution - filtering and screening the enquiries that cross your desk.

We cover:

• When should you start filtering and screening the people you can help?
• How can you do it?
• What role can your fees play in ensuring the people that you work with meet your personal and business objectives?
• The shift in power as advisers move towards being price makers, instead of takers.
• Why working in a niche makes everything easier (once you commit to it). 

And, to close, the mighty power of gold sluices. 

Sluushes. 

Slooches. 

Sloosheshhs. 

Anyway, the power of sluices. Definitely not sieves. 

You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time. 

CPD For this Episode: https://quiz.cpdcheck.com/CHAL-26101600-34520001

Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info. 

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

LinkedIn: 

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.