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US Study Tour 2012

ACC and Experience Wealth Consulting are currently working together planning a US Study Tour in 2013. This program will include visiting top US advisory firms and meeting with some of the top opinion leaders in the US advice industry. Let us know if you would be interested to learn more about this program.

 

 

White Paper Development

One of the many services ACC offers Institutions, Licensee Groups and Mortgage Aggregators is the development of White Papers. These papers can be prepared on topics ranging from Transitioning to a Fee Based Pricing Structure to A Picture of the Successful Advice Business of 2014. White Papers can be used to build value in the resources that can be offered to adviser and/or broker clients and prospective clients. Enquire today on a White Paper that could be developed for your Organisation!

 

The executives guide to better listening

Subscribers of GFM would be aware that ACC is an avid reader of many papers expressing the views and reporting the research of McKinsey & Company. A recent paper “The executives guide to better listening”, explains how good listening can ultimately mean the difference between a longer career and a shorter one.

The content of this paper is equally relevant for financial advisers as it is for its targeted audience – senior executives. If you would like a copy of this article contact ACC today.


 

Winning referrals starts by wearing the shoes of your clients

I read of yet another survey this week that indicated almost 40 % of new clients were attracted to a financial advisory firm because of a referral from friends, family or respected associates.
This statistic will not be a surprise to anyone! Similar results have been identified in surveys across the globe for many years.

But what is the real key in generating these referrals?

Read more...
 

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