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 shows that the more frequently a client relies on their adviser, the higher the customer satisfaction rate. This session explores how you communicate your enhanced value to the market.
- Communication that conveys approachability and flexibility to be the “go-to” during your client’s financial decision-making process
- Steps to specialise to appeal to new and upcoming millennial market
- How to utilise new marketing technology and strategies to grow market share and create a more loyal customer base
CPD allocation – accreditation number: 22780