All advice progress starts with the right client conversation….

Resist today’s rapport-building, product-based client-engagement thinking.

Jim Stackpool’s next  (CA-Online) Webinar series will be held on Wednesday 4^th December and Thursday 12^th December. These webinars will have you seriously reconsidering your client engagement approach.

When we approach a crucial client conversation, or a new client conversation, it’s important to know that as advisers, we must work on ourselves first.

Every year, our client conversations are getting more and more important.

Without proper mindsets, intents, attitudes and skills, these conversations are increasingly open to failure leading to disengaged (or only partially engaged) clients, resulting in lost opportunities for both the advisory firm and usually the client.

My forthcoming 55-minute webinars** “The Advice Conversation – Discovery” and it’s follow up a week later “The Advice Conversation – Engagement” aim to provide you and your team with an overview of what we currently witness in great advisory firms around Australia as they consistently engage the right clients, in a methodical manner, at the right price for a long-term advice relationship.

What’s involved with this webinar series?

1. It’s costs $84+gst (you can have as many on it as you want from the one location);

2. You can submit your questions/queries prior and I’ll attempt to address them during the webinar;

3. You’ll get a soft copy of my book – DeliveringCertainty – after the webinar;

4. If you can’t attend in person, we’ll send you a recording of each webinar;

5. If you’re in the first 50 to pay, we’ll support your implementation after the session for a month – i.e. yes we’ll critique your initial attempts to implement your new ‘engagement’ model.

Interested? Click here to register

Be sure to register soon to be in the first 50 who pay as there is nothing like implementation support to accelerate your learnings and your results.

** 45 minute presentation, 10 minute questions.