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 […]
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.
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 […]
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 […]
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 […]
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.
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 […]
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 […]
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 […]
Join two seasoned leaders as they share their journey crafting an ethical philosophy for a financial advice business. Discover practical steps to integrate ethics, unlock trust, and navigate challenges with finesse. Witness the tangible benefits that arise from embracing an ethical approach. Don’t miss this opportunity to revolutionise your financial practice for a brighter and […]
Despite the fact that fee for advice has been the norm for many years, pricing remains one of the most challenging elements of running a successful advice firm. Join Elixir Consulting as they share the key highlights from the sixth edition of their Adviser Pricing Models Research Report. In addition to learning how much your peers are charging […]
Having a clear methodology for how we construct our advice is more important than ever, both when it comes to efficiency of getting advice in front of clients, but also in seamlessly discharging our compliance and ethical obligations. In part 1 of this 2-part session, we will look at how we can initiate this discussion […]
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