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FAAA Master Class Series 2023: Building A Client-Centred Practice – Priceless
September 4, 2023 @ 8:00 am - 5:00 pm AEST
How to better communicate your value to your clients, using research-based language. Invesco Global Consulting conducts ongoing research into the language used in financial services, with the goal of helping advisers have better conversations with clients. We conducted a 6-month language study on what investors think. What do they value and how should their advisers respond? Do they want low costs or high value? A financial plan or financial planning? Are they happy with their review meetings or dissatisfied? The study included advisor interviews, investor dial-sessions and a survey of over 1,000 investors. The research uncovered new “cries” from investors and resonating responses from advisors when defending, defining, and delivering value.