Blog Post

Advice Efficiency

What your clients don’t tell you

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20 days ago

While research has shown that advisers provide significant value to clients, advisers often struggle to articulate that value. And despite the recent focus on affordability, client satisfaction often has far more to do with the overall experience and communication of the advice rather than how much (or how little) the client pays for it.

So how do you ensure a consistent and high-quality client experience? This session will provide a framework to translate client research into an actual, practical client engagement system.

We'll provide practical examples of implementing and refining this process, showing you how to keep clients engaged, delighted with your service and (importantly) inclined to refer you to their friends and colleagues. 1 CPD hour is available - click here to complete the quiz.


Updated 20 days ago
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