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 are faced with? This session focuses on how a clear value proposition links directly to an increase in profitability.
- Building up a key profile of clients: Your value determines who you’re targeting
- Maximise profitability by focusing on intangible outcomes and benefits that your clients will achieve
- How to communicate your value and onboard your client to address their real needs
CPD allocation – accreditation number: 22780