Welcome To The Brave New World Of Financial Planning!
To the financial planners that we support and serve - Dear Adviser, In tougher times like these your client relationships and the quality of these relationships are key for your success and your client’s success. Gone are the days where we were just product sales advisers or providers of investment services. Today’s clients are more savvy and sophisticated and are demanding quality tailored advice and a new depth in their relationships with their adviser.
Trust is the number one most important element now in financial planning relationships and the old ways of ‘selling’ to clients and ‘closing’ them is out dated and simply does not work.
It’s ironic that as advisers we are often taught to ‘sell’ when it comes to engaging our clients and relating to them. At AdviserQuest we believe that engaging with another human being is so much more than ‘selling’. And financial planning is so much more than providing a range of products and services. It’s a relationship and a very important relationship at that! It is focused on the client’s needs, goals and values. It is about being the centre of your clients’ financial lives and affecting their future outcomes in a positive way, an important role not to be taken lightly.
There is no better time like the present to be a financial planner. Finally clients need you and are in desperate need of support from a trusted source that will help them out of their current challenging financial situations, someone to lend an empathetic ear and actually listen to their needs. They are seeking a sound, credible coach to guide them to a more stable secure financial future.
AdviserQuest has developed a range of programs to assist you to become the trusted partner and coach of your clients, whether you are a brand new adviser in the industry or you are an older more experienced adviser who is ready to embrace a new fresh approach to financial planning by adding coaching skills to your already extensive set of tools and resources. We are looking forward to assisting you, the forward thinking financial planners of our industry to become the centre of your client’s financial lives and to engage in lasting relationships that are mutually fulfilling and profitable for both you and your clients.
We hope that we can be a part of your journey in becoming a true financial planning professional.
Expect more from 2009 and go beyond!
To your success