This session will provide financial advisers with the skills to manage and nurture their existing client relationships, allowing for sustained practice growth irrespective of client’s investment returns. The session will cover aspects of human behavioural science, and provide details on how to earn client trust, build rapport, and navigate highly emotional clients.

The session will also teach advisors how to provide strategic value for their clients, demonstrating value well beyond that of their advice fees, and resulting in long-term client retention. To ensure that expert advice is never lost in translation, this session will also cover client communication in detail. As a result of this session, financial advisers will be better equipped to meet the needs of their clients, resulting in long-term client retention and client-led practice growth.

Following this session, attendees will be better able to do the following:

• Build and nurture client relationships, resulting in long-term client retention
• Build rapport with their clients, regardless of personality type
• Neutralise highly emotional clients regardless of the situation
• Earn client trust that will be maintained irrespective of investment outcomes
• Deliver strategic value, specific to each individual client
• Communicate with client such that they understand sophisticated strategies or complex concepts

Register for the event.