Your clients have spoken. It’s time to take action.
Consumers across Australia are under increasing pressure due to the impacts of COVID-19. Many of these individuals are turning to their trusted professional of choice to help them navigate through these challenging times – are you their first choice?
At the ifa Client Experience Workshop, leading business consultants and specialists will reveal the latest results from a survey of advised and “non-advised” consumers to help you build deeper relationships, better articulate your value and help you understand the key barriers that are preventing consumers from engaging financial advisers.
ifa editor Sarah Kendell and Momentum Intelligence research head Michael Johnson will delve into the key findings that will shape the way your practice delivers advice and engage with current and new clients. Industry leaders will address each of these findings and deliver practical strategies […]
With the shock of COVID-19, people have embraced digital experiences more than ever. From record growth in home shopping, home health and video conferencing, the way we engage with people and companies will never be the same. In this session, Netwealth will draw on research […]
Research from the ifa Client Experience Workshop shows that there is actually a minimal disconnect between what people expect to pay for financial advice and what it actually costs. So why doesn’t everyone have an adviser to help with the financial decisions that all clients […]
Research shows that only 52 per cent of clients completely trust their adviser, while 29 per cent say they “somewhat” trust them. As a financial adviser, how do you build trust with your existing clients and potential new ones from the get-go? This session explores […]
We’ve established that it’s no longer possible for advisers to focus solely on investment management. Advisers need to be flexible for clients and evolve with them, expanding on their services to be able to help a customer at all points in financial decision-making. Our research […]
Communicating the value of advice and managing expectations around what advice is worth has long been an ongoing industry challenge. Meanwhile, research continues to show clients wanting clear communication, help in making key financial decisions and to be able to have confidence that the advice […]
Steve has seen first-hand the advisers that are excelling at satisfying customers and displaying value. They all have something in common: through the pandemic, they saw satisfaction from their clients skyrocket due to communication, stepping up engagement strategies and providing support to their clients that […]
