Introducing: The 1% Club.
A new BWD LinkedIn Live Series where we sit down with the financial planning profession’s top 1% to understand what actually sets them apart.
Not theory. Not fluff. Just real insight from those operating at the very top of their game, insight you can apply to take yourself to the next level.
Episode 1: Atomic Habits of a Top 1% Financial Planner
In our first session, we’re joined by Ann-Marie Atkins CFP Chartered MCSI FPFS — Partner and Head of Entrepreneurs at Evelyn Partners.
Ann-Marie has built a client base, and delivers new business levels, that most Financial Planners could only ever dream of, performance that would make many 20-adviser firms take notice.
Hosted by Alistair Brownlee and James Woods, this session gets under the bonnet of how she’s done it, and more importantly, how you can apply it.
In this session, we cover:
- Her approach to new client acquisition
- Building and maintaining a strong reputation
- Continually fine-tuning your approach
- Acting as the “conductor of the orchestra”
- The importance of female role models
- Advice for the next generation of advisers
