Client Engagement
Something’s Gotta Give
Every day, financial planners are working with clients to help them resolve their own three-constraint problems.
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A sip of wisdom: how wine making and financial planning are more alike than you think
Whether you are into wine or financial planning, success in either field requires a deep commitment to ongoing learning and development.
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Navigating a whiteout
If you are going to venture into an unfamiliar and potentially dangerous environment, go along with someone who knows what they’re doing
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Ace your Annual Review
Annual review meetings are an important opportunity to cement your relationship and hopefully reassure clients that they have enough.
Finesse your first meetings – Part 3
In this session, we help prospects to identify what their money is for, so that they can fund a fulfilling life.
Finesse your first meeting – Part 2
Imagine you are just about to meet your ideal client. What are you going to say that will build trust from the get go?
“This is your captain speaking …”
To be effective you need to be able to apply that knowledge to your client’s unique situation. The more you can tailor your messaging by building upon what is familiar to them, the more successful you can be.
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The most important client meeting
Throughout a lifetime relationship, a planner might have many interactions with their clients. Still, I would argue that the review meeting stakes the claim as the most important.
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The secret to keeping your financial planning clients for life
Creating happy, enthusiastic, loyal financial planning clients for life requires you to do one thing well, and consistently. So, what is that one thing?
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Finesse your first meetings
First meetings are brimming with potential. Some clients will be nervous, some will be confident, some will have no idea about what’s involved or what they’d like their future to hold.
How to politely screen clients
There can be a lot riding on first meetings. They can be the springboard to a long and fruitful relationship. But they can also be a waste of time.
Building Deeper Financial Advisory Relationships with Women
Dimensional introduced its Women and Wealth community in 2015 in response to the growing interest in this subject from advisors across the globe. We started by asking a simple question: are the financial planning needs of women different?
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Producing a Virtual Event for Clients
Ruth Sturkey shares Paradigm Norton’s experience of planning and producing a virtual event for clients. Having all things backed up is key.
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Three Ways to Market and Promote Cashflow
When you’ve seen the benefits of a lifetime cashflow model first hand, it’s a lightbulb moment that immediately convinces you of its power.
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Opportunities to Keep Engaging
An annual client Review Meeting acts as our formal client touch point each year to review what has happened and what changes need to be made to inform the future.
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Slowly but Surely does it
Much has been written about the first meeting with a prospective client. What happens when the prospect decides to proceed?
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The Value of Financial Planning in Removing Mental Barriers
Understand and accept that money is not the end-game, but a mere medium used to ultimately help clients and loved ones towards a better quality of life.
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Where the Behavioural meets Financial Planning
It’s at times like this, in COVID-19 Age, when financial wellbeing and resilience become increasingly important. This is Natalie Holt in conversation with Hayley Tink, Smith & Pinching.
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A New Entry into the Financial Lexicon: ‘Financial Wellbeing’
I confess, when I started to write this article, I wondered whether ‘financial wellbeing’ was just some new buzz phrase or a phrase worth using.
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Top 10 tips in times of market chaos
Learnings from over a decade of working with Financial Planners and talking to their clients. Some thoughts for coaching clients and deeper client conversations.
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Top 10 Tips for Using a Financial Coaching Approach
Here are Jan Bowen-Nielsen and Chris Budd’s top 10 tips for using a coaching approach to increase client engagement.
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Clients & the Power of Love
If you don’t feel the love for your clients, why work with them? By Gemma Siddle.
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Piercing the Surface
Developing a Financial Planning proposition can seem like a huge undertaking. But if your focus is already on achieving good outcomes for clients, you have the core foundations already in place. By Natalie Wright.
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Let’s pretend you are not here
Kevin Deamer makes a point of rehearsing what happens when the time comes for Executors to complete all the necessary paperwork.
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The best service you can give
Aligning yourself with your clients’ best interests is paramount in the provision of the best service you can give. When a desire to help people comes first, the money will follow if you always do the right thing, says Michael Freedman.
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Deepening Relationships
Retirement planning is a core function of the Financial Planning profession. Amyr Rocha-Lima discusses why our job is not just to help clients accumulate resources but to help them as their coach and cheerleader as another life stage begins.
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Annual Planning Meetings
You’ve taken on a new client, given them a great initial Financial Planning experience, followed up with an Annual Planning Meeting and are wondering what now? By Garry Hale.
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Draft Planning Meeting
Often meeting number two, the ‘draft’ planning meeting is another time to shine. It’s when life and money come together to show what’s possible.
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The Power of Emotion
Clients tend to seek advice when big life events come along: selling a business, stopping work, a new business, birth of a child, a new house, ill health, divorce. It’s no surprise that people often have heightened emotions that affect their decisions. Anthony Villis explains.
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The Client Experience is more than a Six Step Process
Broadly speaking, six steps are considered to form the foundation of a Financial Planning process used with clients.
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Client advisory groups
For Matrix Capital, the idea of establishing a Client Advisory Group emerged from a review undertaken of the business in 2008; about the time of the announcement of the Retail Distribution Review.
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Client Meetings
The number of client meetings and time taken differs from firm to firm as they adapt a Financial Planning process that works for them. By Carrie Bendall.
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The Client Experience
There are two sides to the client experience: the actual process clients go through and the outcomes clients receive. Whilst the outcomes of Financial Planning are positive, the Financial Planning process can be initially daunting.
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Lifetime Cash Flow Modelling
Most Financial Planners put lifetime cash flow modelling at the heart of what they do. It’s essential to their work and the advice they give their clients.
Not everyone agrees though this may be because there is still some mystique about what cash flow modelling is. This section explains what cash flow modelling is, the benefits of using it with clients, as well as the drawbacks.
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What it Takes to be a Good Financial Planner
“The job of a planner is 95% people skills and 5% technical skills, but you need to know 100% of the 5% technical”. Here are Ten Qualities.
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