Most RecentMost ViewedMost Likes4 ways to make a better first impression with clients First impressions count, but it’s also highly valuable to have a conscious approach to you cement that impression over time Doc Notes uplifted for better navigation and sorting We heard your feedback around wanting doc notes to be more manageable. I'm Mat Tenison, Advisely board member You can't put a dollar figure on the impact you have on clients' lives. All your file note questions, answered We recently hosted an AMA with Doc Notes expert Zita White. What did we learn? The old referral model is dead. Here’s what’s next The “dream team” experience of financial planning, broking, accounting and legal going hand-in-hand is changing to a client-led model and networks Advisers need to change their hook People are afraid. Not only that, but the path ahead seems very unclear – not just for them individually but for the entire world. We need strong stories now more than ever
