It’s all about AUM! (Advisers Under Management)

Presented by Alan Smith at HUM London 2017

At the HUM London 2017 event, Alan Smith gave a masterclass on winning new clients, better serving existing clients, and managing ourselves.

Touching on Cialdini's 6 principles of persuasion, he shared the following ideas:

🔥 We need to give before we receive

🔥 The value we provide is experiential

🔥 Understand the lifetime value of a new client

🔥 Make it easy for clients to say yes

🔥 Guarantee the quality of your work

🔥 Choose stories over spreadsheets

🔥 Know how to talk about fees

🔥 Find a way to look after yourself

🔥 Be grateful

🔥 Visualise your future

Watch the full video below…



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