Focus On What The Money Is For

Brett Davidson, FP Advance

People say there are three things you should never talk about; politics, religion and money. Yet in our profession, most advisers talk about money with clients all the time.

Skilled financial planners don’t do that. They focus on what the money is for and it is a key differentiator between good and great advisers.

In this webinar, Brett Davidson, founder of FP Advance shows you how to improve your communication skills and highlights the types of questions that great advisers use to differentiate themselves in a crowded marketplace.

Learning outcomes

  • Learn why skilled advisers can happily charge more for their services
  • Discover the two key strategies for improving your client conversations
  • Find out how to improve the fulfilment you get from your own client work