Transcription: 01:41 – Purpose 02:18 – Success 03:00 – Lifestyle 04:02 – Strategy 04:36 – Structure Good day Advisers, Guy Freeman here from Platinu...

TRANSCRIPTION:  Good day advisers! It’s Guy Freeman here from PlatinumPracticeCircle.com Today I just wanted to have a discussion and some training ar...

PODCAST HIGHLIGHTS:  00:01:09 – Software Automation 00:02:26 – Human Automation TRANSCRIPTION:  Good day Advisers! It’s Guy Freeman from PlatnumPracti...

Good day, it’s Guy Freeman here from PlatinumPracticeCircle.com. At today’s training is on How to Look at Current Client Referrals. So this has been a...

PODCAST HIGHLIGHTS: 00:00:40 – Introduction 00:01:31 – Preparation 00:01:35 – 6 P’s 00:02:33 – Scripts 00:03:55 – Pricing TRANSCRIPTION:  Good day eve...

PODCAST HIGHLIGHTS: 00:56 – Different pillars or lead sources and digital marketing 01:26 – Target a particular type of client 02:07 – Identify the ty...

A commission into banks and financial planning has been put into the spotlight as part of all that, so what’s come out of it essentially is a lot of b...

This explains how you can generate more leads in your business, when you are at that point where you get stuck and don’t know where to turn to. PODCAS...

Here is simple framework you can use plan your year out. Podcast Highlights 00:22 Introduction 00:30 Simple is better 00:36 First Step is to get Clari...

PODCAST HIGHLIGHTS:  00:59 Introduction 02:46 Build Rapport 02:57 Set Agenda 04:38 Stretching the Gap 06:23 Get Hired TRANSCRIPTION:  G’Day Advisers G...