Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

When you meet with a potential client, do you try to convince them of the value that they’ll receive from your financial advice? If so, do you find that you have difficulty in articulating that value? In the second episode of my five-part interview series with John Page, Chairman and Chief Adjudicator of the PlanPlus Global Financial Planning Awards, we’ll be talking about the process of properly articulating the value of good financial planning. Tune in to hear John’s insights about communicating the value of financial advice to clients. Topics Discussed in this Episode: How peace of mind and time saved, while difficult to quantify, can provide great value to clients Different ways that financial planners can help clients make the right decisions and avoid serious mistakes How to make a presentation that demonstrates the value of financial advice The importance of creating a sample financial plan that the client can relate to Why you should use studies as a backup, rather than leading with