You've done it - you're at a point where you have enough enquiries coming in each week to fill your books. Plenty of meetings, plenty of engagements, plenty of clients.

But, sorry, what's that? Now you don't have plenty of time? Now there isn't enough hours in the week to do all the work you've promised all these wonderful clients?

What's the solution?

Well, this week, we discuss one possible solution - filtering and screening the enquiries that cross your desk.

We cover:

• When should you start filtering and screening the people you can help?
• How can you do it?
• What role can your fees play in ensuring the people that you work with meet your personal and business objectives?
• The shift in power as advisers move towards being price makers, instead of takers.
• Why working in a niche makes everything easier (once you commit to it).

And, to close, the mighty power of gold sluices.

Sluushes.

Slooches.

Sloosheshhs.

Anyway, the power of sluices. Definitely not sieves.

CPD: Theres been a bug in the system, we will have this back up soon!

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.