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Marshall reveals the five secrets he has learned and implemented for effective communication with clients, including matching and mirroring physiology, tone of voice, breathing and key words, a combination that leads to a successful initial discovery client meeting — and getting hired as a trusted financial advisor.

Marshall explains the frustrations that many professionals such as accountants and lawyers have — and how they often don’t realize the many ways you can help. Discover the value you can provide and how to become their problem-solver, resulting in a steady stream of pre-qualified referrals and more ideal clients. 

In this panel discussion, three Top of the Table members share how they created new ideas for engaging clients.

You can create an exceptional first meeting experience with potential clients by using a simple tool called the financial road map. It allows you to understand clients’ attitudes about money as well as help determine if the client is a good fit for you. Top of the Table qualifier Ed Marshall explains how this works for him.

When you become a financial advisor instead of an order taker it can cause a shift that increases both your income and professional happiness. For Top of the Table qualifier Ed Marshall, it starts with selecting clients who are financial delegators. He explains how to identify that type of client, and what to do with clients who won't implement a holistic financial plan.

Marshall shares how he has successfully built his practice, working solely with professionals and by referral only, and the benefits that resulted. He explains how to embed yourself with a firm of accountants, become their trusted partner and leverage that relationship to work alongside other professionals such as solicitors. He also discusses the importance of raising your public profile through becoming a regular voice on your local radio station so the professionals you’re collaborating with are proud to work with you and determined to introduce you.

Marshall shares how he has successfully built his practice, working solely with professionals and by referral only, and the benefits that resulted. He explains how to embed yourself with a firm of accountants, become their trusted partner and leverage that relationship to work alongside other professionals such as solicitors. He also discusses the importance of raising your public profile through becoming a regular voice on your local radio station so the professionals you’re collaborating with are proud to work with you and determined to introduce you.

Understanding body language can transform client relationships.

In this panel discussion, three Top of the Table members share how they created new ideas for engaging clients.

How the ripple affect helps to grow referrals.