Adviser of the month
Updated: Nov 10, 2019
What is your number 1 tip for attracting new business?
Just like most other advice practices, the majority of our new business and referrals come from existing clients.
Developing strong personal relationships with clients, providing quality advice and ensuring you’re doing the right thing by the client will naturally lead to more and better-quality referrals. But you can’t just assume that clients will refer.
It’s important to ask the question, otherwise, they won’t know what you’re looking to grow the business. We’ve built in a referral discussion/process into our annual review and our ‘refocus and progress’ meetings (post-implementation meeting).
This ensures the message from the business is consistent, referral conversations are constantly being had and we’re asking for a referral once the client has seen the value in advice.
What is your secret talent away from the office?
I don’t have any ‘secret’ talents. What you see is what you get.
I really enjoy playing football (soccer) and have done since I was 7 years old. I played rep football as a kid and first-grade premier league in the Illawarra up until a few years ago. But recently it’s been more to keep active, for enjoyment and as a stress relief.
How do you feel about artificial intelligence preparing your SoA's?
I’m excited to see how it all works, with what I’ve heard about it, I think there are definitely a lot of efficiency gains and costs savings to be gained if everything goes to plan.
This will lead to better client experiences and business productivity. In saying that, I’m not expecting the documents to come back perfect and think there will always be that human element required when preparing/editing and vetting an SoA.
Anything that can reduce the time taken to prepare an SoA at the moment can only be a good thing and would be a welcome change.