Taming your transactional advice monster

John Dashfield
John Dashfield
Client Centred Advisers

Do you want to make a far bigger impact in the lives of your clients?

If so, this webinar is for you. 

Financial planners and advisers are professionally trained to solve a client’s financial problems. Therefore, it often makes complete sense to discover a client’s problems and then immediately get to work to solve them. Yet what if this is missing a big opportunity? What if you are even solving the wrong problems?

This webinar is about what you can do to be different, brilliant, and get complete buy-in from your clients.  

Learning outcomes:

  • Discover what your advice monster is and how is it triggered?
  • Understand why holding back from giving advice can serve both your client and you better
  • Determine what creates the ultimate value for your client
  • Improve the ‘stickiness’ of your advice
  • Understand the core skills that create the conditions where a client is most likely to follow through on advice they are given.
  • Why a shift in mindset makes you stand out.