This workshop is for Financial Advisers who believe:

• they are in business to achieve their client’s outcomes
• they will always be best remunerated for the quality of their advice rather than the quantity of financial product sold or hours worked
• in forging long-term relationships where clients will pay for the relationship regardless of product performance, legislative changes, or marketplace conditions
• the old business models which rewarded ‘sales efforts’ are outdated
• they are in the business of building a business that delivers great advice.

The one-day Workshop led by Jim Stackpool will deliver:

1. Engagement tools that ensure your advice clients opt-in every year
2. Pricing models based upon quality advice not product
3. Terms of Engagement letter templates to underpin annual opt-in
4. Advice Mapping templates to capture the client’s whole financial life on one page
5. Role plays to assist your implementation back at the office
6. Personalised small audience workshop to ensure each participant’s issues and circumstances are addressed and the implementation specifically catered
7. The best engagement tools to assist your firm fast-track its success in what are the best of times for advisory firms.

For more information, click here.