Stop ‘selling’. Start connecting. The psychology of winning new clients
Client Centred Advisers
Financial planners love working with their clients and making a difference.
Yet many still struggle with one thing: consistently attracting and converting the right clients.
Many have tried scripts, sales courses, and following what the experts advise.
Yet, deep down, something still feels off.
So, how do you make the process of getting clients successful, productive, and enjoyable?
Learning objectives:
- The mindset shift that makes all the difference
- Where new clients really come from
- The importance of intuition
- Why taking action is crucial
Financial services business coach and author of ‘The Client-centred Financial Adviser’ John Dashfield shares a clear and inspiring approach to filling your practice.
