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Trigger Events - Joining the dots between life and advice!

  • Helping them link what's going on in their life and where your advice can help

  • Highlighting the breadth of your offer as they realise the extent to which you can help (without mentioning anything technical)

  • Showcasing the importance of an ongoing relationship so you can support them as their life unfolds. 

“Kim has helped us create an outstanding business by prompting us to see all of what we do through the eyes of our clients and ensuring that it is of value to them”

Catherine Robson – Founder and Adviser @ Affinity Private

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