Category: Business development

Business development

Why do prospective financial advice clients go cold?

It’s not uncommon for prospective clients to avoid contact – even when initial dialogue appeared to go well. This article discussed the concept of financial adviser anxiety to explain the reasoning behind prospective client behaviour.

Read More »

Get in touch

Please get in touch using the form below.

How to communicate effectively in a virtual world

Select the date that's convenient for you

Tuesday 25th August: 11am – 12.30pm (BST) – Full

Thursday 3rd September: 11am – 12.30pm (BST)

Wednesday 9th September: 2pm – 3.30pm (BST)

For more dates or group bookings, please email philipc@appliedef.com