Meet Joe, a Financial Adviser from Cambridge in the UK. He was struggling to connect with a new target group of people after realising that the majority of his new clients were referrals, so he got in touch with us at Thompson Consulting to ensure his company would grow as fast as he wanted.

What he did not know was:

– How to consistently find ultra-high-net-worth clients without having to rely on referrals

– How to source highly qualified incoming leads whilst closely measuring the effectiveness of his methods

Check out the video interview for the details.