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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…

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Details

Date:
September 4, 2023
Time:
8:00 am - 5:00 pm AEST
Event Categories:
,
Website:
https://faaa.au/financial-planning-education/masterclass-series/

Organiser

FAAA
Phone
1300 337 301
Email
events@faaa.au
View Organiser Website
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