The 8 Keys to Doing a Brilliant Financial Planning Fact Find

John Dashfield
John Dashfield
Client Centred Advisers

Doing a brilliant financial planning fact find underpins everything that you do for a client. When you have gathered meaningful information from a client you can create a highly compelling plan. 

But there are also two quite different elements to fact finding. Hard facts and soft facts. This webinar is about how do you best approach soft fact gathering. 

Learning objectives: 

  • How do you get clients to open to you
  • A common mistake to avoid
  • The importance of emotional, not just intellectual engagement
  • Why hard facts and soft facts don’t mix.

Join us and improve your fact finding so you create even more value for your clients.