Most financial planners want more clients. The key to success lies not just in traditional marketing tactics but in understanding the psychology behind customer behaviour. When you tap into how people think and make decisions, you can create strategies that attract and convert leads more effectively. In my session at the Plannex conference I outlined a simple approach and promised you a download of the six point plan - here it is!

Perception and reality Are perception and reality separate? French author Gustave Flaubert once said, “there is no truth, there is only perception”. As attractive and media friendly as that little soundbite is, it’s also rubbish. Certain truths are objectively so, regardless of perception. I might genuinely believe the world to be flat. However strong my conviction, in this case my perception won’t make any difference. In reality we know the world to be round (sorry, flat-Ea

Recognising and stopping spiralling thoughts is a powerful way to keep the mind healthy