Adviser Pain Point: First conversations with clients

Wednesday 22nd February 2023, 10am

Rob Schwarz, First Wealth
Scott Millar, First Wealth
Nick Taylor, Lonsdale Financial Consulting & Cherrypick Life
Carrie Bendall, POWER Head of Content

Join this new series of POWER Talks with Rob & Scott as they dig deep with financial planning practitioners to find out their secrets for success around specific pain points. First up is Nick Taylor who shares his way of handling first conversations with clients. Carrie will be fielding your questions about this highest-ranking POWER content topic of 2022. So, please think of some good ones.

Nick is a financial planner, escape planner and motivator. He is business owner of Lonsdale Financial Consulting and of Cherrypick Life Limited.

In this session Nick will share how he begins conversations with prospective clients and brings them into a transformational financial planning relationship.

Learning points

  • How to help clients confirm where they are now, where they want to be and how to get them there
  • Why it is less about the money and more about the people around you
  • What’s the importance of clients knowing their number
  • How to help clients remove barriers that may prevent them moving forward and then how to hold clients to account.