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 they’re being given is quality advice.
In this session, we’ll explore the key to delivering against expectations efficiently, including:
- How to connect with the value of advice for clients at an emotional and empathic level, and ensure engagement is tied to a clearly-defined end game
- The role nailing your client experience can play in delivering a service proposition that encourages engagement, retention & mutual respect
- How to leverage technology and systems and client-centric approaches that enable your business to evolve more efficiency, faster
CPD allocation – accreditation number: 22780