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Introducing Goals-based advice to new clients through group workshops, with Noni Crawford
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How can you think a little differently when it comes to bringing new clients to your business in a Goals-based advice world?
How can you run workshops, where clients work on their financial goals, with the use of smart thehnology?
In this episode number 156 of the Goals-based Advice Podcast, I chat with Noni Crawford from Hello Wealth in Sydney.
Noni has worked in many areas of advice, for many institutions before settling her business up the way she wanted to provide advice, embracing smart technology and Goals-based advice.
Noni has also build networks of referrers through her volunteer work with local professional business groups, that fuels the business she runs today.
And runs group workshops to help clients think about their financial goals before working with them.
If you are thinking about how you can implement a clever goals-based advice process in your business, embracing technology, then this episode number 156 of the Goals-based advice podcast is for you.
Resources:
To reach out to Noni Crowford, please contact her via his LinkedIn profile. Alternatively, contact Hello Wealth on 02 8319 1903
For more conversations with the thinkers and movers in the world of financial advice, go to Goals-based advice podcast. You can also access more episodes on Apple Podcasts and Spotify. For updates, follow our Facebook page.
If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at jacqui@adviceintelligence.com.
Thanks for tuning in!
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