Clinton Weekes
@clintonweekes
Clinton Weekes
@clintonweekes
Deep understanding of problem - means I can provide stories and insights others cant
6. Communicate Like a Pro
Great communication is the foundation of every successful adviser-paraplanner relationship.
Be Transparent: Keep advisers updated on your progress and flag any issues early.
Set Expectations: Be clear about timelines, processes, and when you need input.
Adapt Your Style: Match your communication tone to each adviser’s preferen
walk this way
50% of the horizon is space
We’re searching for how to amplify our voice with technology, however, we should try to find the voice of the technogy
Number 1 problem this month
CONTENT IDEA:
- Working it out on the fly - Like jokes on working it out
- Greg Isenberg - Best ideas talk them out
- Stump the strategest - Solve businesses problems live
- Crowd voting on best product
- Ranking - Products, features, problems
BUSINESS IDEA- emotional analysis of your client in order to know them better and use in your advice