Carl Widger at HUM Dublin 2018
All I Knew is That I Never Wanted to be Average
At the Humans Under Management conference, Carl Widger, co-founder and director of Metis Ireland, presented on innovative approaches in financial planning.
The talk focuses on the challenges of breaking away from traditional methods in financial advising and the importance of understanding client needs to deliver exceptional service. Widger shares personal experiences and insights into building a successful practice that prioritises mental health and community engagement.
Key insights from the presentation include:
- The significance of fostering a supportive team environment and prioritising mental wellness.
- The value of creating meaningful connections with clients through shared interests rather than solely focusing on technical expertise.
- The importance of transparent communication and establishing a clear mission in financial planning.
- Innovative approaches to client engagement, including community events and charitable initiatives that enhance relationships.
Watching this video will equip financial advisers with practical strategies to enhance client relationships and improve their practice. Gain valuable insights on how to differentiate your services and provide exceptional value to your clients.
