Are you an IFA, financial adviser, wealth manager or financial planning professional looking to attract high quality new clients through seminars, workshops and

CONTENTS: Part 1 - Successful Seminar Selling - How To Plan, Prepare and Market Your Events 1.1 Problems Facing Small Businesses 1.2 The Need to Change and Adap

Seminar selling is the most cost-effective technique for marketing financial products and services. Research has shown that face-to-face sales calls are very ex

As the financial industry evolves, industry professionals must adapt to new approaches and ideas to survive, grow, and prosper. It has become increasingly diffi

Intends to remove the complexity from investing by encouraging readers to identify deeply personal goals and to use a series of steps to help set up and attain