How To Blow Your Clients’ Minds

By: Brett Davidson
Founder
FP Advance

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Brett Davidson, FP Advance

When it comes to creating a great service, advisers focus on lots of different inputs. Things like their technology, their investment proposition, or their service proposition. And clearly, they’re all important to some degree. 

However, in Brett’s experience, the keys to great service delivery are not these usual suspects. The truth is most clients don’t care about your approach to investing, nor which technology stack you use. In this webinar, Brett Davidson, founder of FP Advance looks at the real drivers of great service and how they can create ecstatic clients who want to refer you to everyone they know.

Learning outcomes

  • Learn the three keys to great service delivery
  • Discover the things clients really care about and want to solve
  • Find out how to revamp your own service delivery to blow your clients’ minds.


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