Creating a transformational client experience

In this IIL financial services webinar, John Dashfield talks about the human side of financial planning and its importance and relevance to the success of the planning and implementation process. This presentation introduces a new approach to an often misunderstood and neglected subject.

For years, the financial services business has been focused on improving technical ability, with most practitioners spending scores, if not hundreds, of hours studying. However, important as they are, technical skills bear little correlation to the ability to meaningfully connect with clients and build long-term, high-quality and mutually profitable relationships. At a time when huge investment is being made to remove the human element from delivering financial advice, it has never been more important for advisers to up-skill in this area.

Learning objectives:

• How to build trust, rapport and credibility
• The importance of deep listening
• The four categories of client-centred questioning
• Creating an environment for insights

You will be sent a confirmation email shortly after booking. If you have not received this within one hour, please contact Patricia Pedraza (020 7397 3911).

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