10 Ways You Can Serve Clients Deeply From The First Moment

John Dashfield
John Dashfield
Client Centred Advisers

The world of financial services is changing rapidly. Clients are more savvy, better informed, and have higher expectations than ever before. It has never been more important to create value from the first moment. In this webinar we will explore 10 ways you can serve clients right from the beginning and throughout your relationship.

Learning objectives: 

  • The three levels of value creation and why they matter
  • Understanding what clients are buying (and it is not pensions, investments and other financial products)
  • How to stop getting in your own way
  • The importance of the gap conversation.

Please do not miss out. What you learn could transform the way you do business.