Whether you're a platform, a DFM or a large financial planning firm, you want to get noticed. But you don't just want clients to sign up, you also want them to stick around.

So its essential to communicate in a way that enables you to build a rapport.

This isn't just about the 'what' and the 'how' of your services, but the 'why' behind them. Once you've got the 'why' you can open a dialogue that enables you to communicate in a more varied, personal and engaging way.

You now have a strategy that's not just about driving transactions, but cultivating trust, loyalty, and a sense of shared purpose. It's this that leads to lasting relationships and ultimately, business growth.