Alan Smith at HUM Dublin 2018
Managing Yourself
At the Humans Under Management conference, Alan Smith presented on effective client engagement strategies. With over 30 years of experience, Smith offers valuable insights for financial advisers.
The talk focuses on the importance of asking high-quality questions and truly listening to clients to build strong relationships. It addresses the challenge of differentiating oneself in a competitive market.
Key Points:
- Emphasise the power of questioning to uncover clients' personal stories and values.
- Use storytelling to educate and engage clients, making financial discussions more relatable.
- Design a comprehensive client journey, paying attention to every detail to enhance the client experience.
- Implement risk reversal strategies to build trust and mitigate client concerns about fees.
Watching this video will equip financial advisers with practical techniques to enhance client interactions and foster deeper connections, ultimately leading to more successful client relationships.
