CPD POINTS: 0.25
19.95
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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 how to brand and position yourself to be trusted like a GP.

  • Exploring the four pillars of trust, and how to establish a trusted adviser-client relationship
  • Build a trusted voice and brand in the industry and create value through high trust client relationships
  • Strategies to develop approachability and tone to communicate trustworthiness and increase trust and transparency
DR REBECCA SHEILS
Founder and Director, Beddoes Institute

CPD allocation – accreditation number: 22780