Rex Wood, Director, Iridium Financial Services
The cornerstone to building a strong differentiated value proposition is the very beginning. The relationship is constructed from the first communication.
It’s the structure and process of client engagement that is critical.
This is the first of a two part webinar, ‘OPTIMUM ADVICE – The Client Engagement Conversation’, that will take you through how you can establish a robust, equitable and profitable client relationship, based on a partnership with a prospective client, setting out to achieve their own personal goals and outcomes.
It will enable you to:
• differentiate yourself
• present a robust value proposition
• charge fees for the work you do
• develop long term comprehensive client relationships
• engage new clients and uncover new opportunities with existing clients
• triple your revenue
OPTIMUM ADVICE provides advisers with a proven structure, methodology and process around the development, delivery and implementation of financial advice. It encompasses the entire spectrum of a clients financial life and is applicable both to new and existing clients.
Discover how Optimum Advice can create better client outcomes, increased per client revenue, more diverse business revenue and result in an improved value of your business.