Advisers globally are operating in a rapidly changing environment.
‘Advice’ is currently seen as too expensive, too product-based, full of conflicts of interest, and catering mainly for retirees with large superannuation balances.
The global financial advice industry is heading towards a seismic shift in form and operation towards client centricity. And we need it.
The demonstration and articulation of value (both tangible and intangible), along with process efficiency is more important than ever. Research shows key issues can be summarised as: –
In most cases, a month or so after attending a conference, or motivational and inspirational presentation the event will be but a memory. Conversely, valued learning’s and implementable take-outs are vital. We will not only talk with the ‘street cred’ of long term successful business people and a practitioner’s perspective, but will articulate clearly implementable concepts, processes and solutions, and real life proven value based conversations.
Trust always has been, and always will be the single most important thing that has to happen for two people to do business together, particularly when it comes to money.
Put simply, trust is the single most important thing that determines an adviser’s success or failure. Trust trumps everything – compliance, technical competence, qualifications, sales skills, time in business, investment track record, and marketing ability. This is true in all markets.
We will teach your team how to build trust – quickly – using a proven approach leading to the following outcomes.