Ep 3 - "It’s all about the client, not about you…"

Presented by

Hazel Johnston, Wayne Holcombe and special guest Nicola Crosbie – Owner of Moran Wealth Management

About this talk

In this episode, Hazel and Wayne are joined by Nicola Crosbie – Chartered Financial Planner and owner of Moran Wealth Management. As professionals in the financial industry, what more can we be doing to ensure our clients feel empowered with their finances? Nicola voices her views on why she feels she is a “coach” to her clients and how to build a successful client relationships. Nicola believes we have the gift of knowledge that can help us give our clients power over their financial choices. Nicola shares why she feels a good match between adviser and client is essential to build rapport and deeper relationships with clients. We cover: -- Why having a strong personal brand helps your business and allows you to find “the right” clients -- Why an approach genuine to your personality is essential as a financial planner -- How to build lasting, caring client relationships with a foundation of trust -- The benefits and importance of continuous learning to broaden your offering Please find some of the support materials mentioned in this episode in the attachments section. If you are experienced in financial planning, mortgage or protection advice and would like to feature on future episodes, please reach out to hazel.johnston@landg.com. Please also get in touch with any topics you would like us to cover on this podcast.
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