FAAA Master Class Series 2023: Building A Client-Centred Practice – Priceless

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?  […]

FAAA Master Class Series 2023: Building A Client-Centred Practice – Understanding What Makes Your Client Tick

This session draws upon leading research in psychology, neuroscience and behavioural finance to explore three critical ‘pillars’ of a client centric approach; communication, core values and beliefs and managing investment risk.   We introduce you to four ‘financial personalities’, each one with its own unique set of attitudes, beliefs and behaviours to help you deliver a tailored […]

FAAA Master Class Series 2023: Building A Client-Centred Practice – Story Selling

Making the unknown known, by using the familiar. Highly persuasive financial professionals often engage clients by translating Wall Street jargon into Main Street values, using metaphors, analogies, anecdotes, and illustrations. This communication style may allow them to better serve their clients’ financial needs – and sell more effectively in the process.

FAAA Master Class Series 2023: Building A Client-Centred Practice – The Referral Code

We have found that financial professionals often recognize that lawyers and accountants have clients that they would like to have themselves. However, cracking the code on how to build a strategic partnership that leads to a steady flow of referrals can be difficult and frustrating. “The Referral Code” is the culmination of years of research on how […]

MLC: Integrating Risk Advice into Your Process

Webinar

When it comes to financial advice, the great value is in helping clients achieve all their financial goals and objectives. Part of this is maximising client resources, and part is managing the various risks to achieving that outcome. In this session we look at effectively & ethically managing the key risk of personal protection as […]

FAAA Master Class Series 2023: Building An Ethical Practice : Ethical Dilemmas From CRC Decisions

Join Michael Miller CFP®, James Cotis CFP® and Claire Mackay CFP® as they unpack a series of ethical scenarios from actual cases reviewed by the FAAA Conduct Review Commission. Explore complex themes, including the delicate balance between professional and personal relationships, and your professional duties to multiple counterparties. Witness how these experts navigate through challenging situations while upholding the highest […]

Risk Advice Q&A : ‘Ask Me Anything’ with Marshall Ross

You are invited to an engaging and informative session where we delve into the technical and strategic aspects of risk advice. This is your chance to connect, learn, and share your questions, insights, and challenges with a community of like-minded individuals.

FAAA Master Class Series 2023: Building A Client-Centred Practice – The Golden Hour

It’s not the clients you win, it’s the clients you keep. Losing a top client is never a pleasant experience. Worse still, research shows that 72.7% of advisers lose one top client per year. This makes everyone run harder just to maintain present production levels, and it hamstrings organic growth. However, research shows it does not have […]

FAAA Master Class Series 2023: Building An Ethical Practice : The Ethics Of Conflicts – Case Studies And Q&A

As a continuation of A guide to navigating conflicts in 2023 Masterclass Series 1, we delve into the complex world of conflicts in financial planning, exploring ethical principles guiding their resolution. Join Phillip Davies, Deputy Chair of the FAAA Conduct Review Commission, as he unravels in-depth case studies and illustrates real-life scenarios, shedding light on the challenges faced […]

FAAA Master Class Series 2023: Building A Sustainable Practice – Resilient Advice Business Strategies for 2024

The most successful advice firms in the future will be those who are able to balance working in their business, with working on their business; and taking advantage of the tremendous opportunities today while continually evolving for tomorrow. Great in theory, but with all of the complex issues facing advisers, it can be a challenge to know where to […]

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