That is the ethos of Paul Lee, a Financial Planner at Lifetime FM in Barnsley, who spoke to Financial Planning Today magazine recently with his top tips on growing a client base.
Mr Lee, who started his finance career with Friends Provident before running his own financial services practice for seven years, said there was “no magic formula” and that new leads come by looking after clients and being professional.
To read Mr Lee’s article in full – including his top 5 client tips - see below for how to view Financial Planning Today magazine online.
Asked what the key was to long term relationships with clients, he said: “Providing an ongoing regular service and providing them with simple straightforward advice and information. I always try and treat every client as if they were a member of my own family and try to become an integral part of their family.
“By presenting information in a simple way means that clients easily understand you, come back to you and are more inclined to refer you on to other people."
Regarding how to convince clients of the merits of Financial Planning, he said: “Showing the client the benefits of face to face advice and planning and not just being a provider of products, my main goal is to focus on the clients life and aspirations and how I can help them make these a reality.”
For the full article click here.
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