Defining Your Financial Planning Service

Duncan Parkes
Duncan Parkes
Old Mill

When you set about defining your client service proposition, you want to develop something that your clients will value. Most approach it from the firm’s perspective and from the regulator’s perspective. Few actually ask clients what they truly value about the service they receive. And when they say they value ‘peace of mind’, what does that look like? How do you deliver something that is largely intangible?

Duncan Parkes shares how his firm, Old Mill, has redefined its value proposition to make the intangible tangible.

Learning outcomes:

  • Find out how to ensure your service meets the needs of your clients
  • Learn how to deliver a compliant, but client focussed service
  • Discover how to deliver your service to incorporate the intangible benefits of financial planning