Fully engaged clients for life

John Dashfield Client Centred Advisers

Client engagement is essential to building a thriving financial planning practice.

Global business analysts Gallup categorise clients into three distinct groups: Fully engaged, indifferent, and actively disengaged. Fully engaged clients are more profitable, more loyal and refer more like-minded people.

During this webinar you will learn:

  • The distinctions between fully engaged, indifferent, and actively disengaged clients
  • The core factor in client engagement and how you apply it in your practice
  • The hidden factor that determines the quality of your client meetings
  • How people make decisions and why knowing this is important

Financial Services business coach and author John Dashfield shares a compelling and practical approach to exceptional client engagement.