We promised that this edition would look at a power slide for presentations and keeping it simple.
Well, that will be the next edition, but we had to make comment about an event that happened today.
And no that's not the superbowl, although we are very very happy Giants fans right now!!!
It was the opportunity to present today to a group of about 50 financial advisers about positive client engagement techniques including our lifestyle questionnaire and wealth index.
We were fortunate to be the presenter after Greg Ritchie and industry legend who talked about centre of influence referral generation and relationships.
We hope the message was not lost on our audience. Greg talked about those basic client and relationship building techniques and importantly the positive change in peoples life that the right advice - especially risk insurance can make. As Greg put it - risk insurance provides money when people need it the most so they can make choices when they are at their most vulnerable.
hats of Greg and cheers to the audience today. We look forward to our interactions as you positively engage your clients!
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