Client Engagement Blueprint: Framing Conversations for Success

Through the whole financial advice process we are selling the invisible, the intangible. We move people who are largely full of misconceptions, misunderstanding and biases to be good long-term decision makers. The words we use to persuade, influence and nudge clients to good financial behaviour matter.

In this webinar, Andy Hart introduces us to his verbal and written toolkits.

Andy will share is ideas about:

• How to answer expensive questions by focusing on life transitions rather than goals
• How to switch from financial jargon such as ‘stock market’ and ‘risk’
• How not to sweat the small stuff and anchor the client in the future rather than the now
• How to be intentional with every conversation from managing onboarding to developing life-long trusting relationships.
• Use and sequence of educational content: client newsletters, guides, sketches and visuals to convey concepts in a simple manner.