How To Make Recommendations Clients will Follow

Brett Davidson, FP Advance

Presenting your recommendations to new clients effectively can make or break you as an adviser. And it’s tricky.

You might have done an amazing first meeting, but it’s weeks or months later and the client’s buzz has worn off. Now what?

Like most other aspects of being a great adviser, presenting recommendations to clients well is an art as well as a science.

In this webinar, Brett Davidson looks at the cornerstones of an effective strategy presentation meeting, with the aim of helping clients to follow your advice; a win / win outcome for you and the client.

Learning outcomes

  • Learn how best to use a cashflow model as part of your process
  • Discover the roadblocks to effective communication and some simple ways to overcome them
  • Find out how to revamp your own strategy presentation meetings to dramatically improve your outcomes.