You Will Learn How To...
- Understand what happens ‘behind the scenes' in your clients head enabling you to read your clients correctly and engage with any client at any level
- Develop super listening skills that allow you to pick up on client communication including what is 'unsaid' in a conversation
- Probe your clients and get the answers you need to provide a solid basis for 'needs based' quality advice
- Diffuse objections rather than overcome them and know how to utilise these to build a deeper level of trust with your clients
- Capture detailed client data easily and effortlessly, capturing the qualitative data as well as quantitative data to assist in the engagement and advice process
- Be conversational with your client value proposition and the value YOU add to your clients giving them a reason to choose you over other advisers
- Build the foundations of good quality, tailored advice based on your clients goals and values and understand your clients from the inside out
- Make complicated strategy simple to understand for any client at any level and present with confidence and clarity
- Utilise the power of stories and metaphors to assist the client's learning and engage them with your strategies and recommendations
- Engage the client, and add massive value whilst building trust every step of the way throughout the financial planning process, even in presenting compliance documents
- Maintain the ongoing client relationship in between review meetings
- Build trust over the long term with your client base using a high touch model of client retention
- Make your clients do more business with you, more often
- Generate referrals easily and effortlessly, without even asking for them
- Utilise different strategies both on-line and off-line that will allow you to not only stay in touch with your clients regularly but deepen your relationships and build trust over the long term