Alan Smith at HUM London 2017
It's all about AUM! (Advisers Under Management)
At Humans Under Management London 2017, Alan Smith presented on the significance of Advisers Under Management in enhancing client relationships. Alan Smith is a respected figure in financial planning, known for his innovative approaches.
The talk addresses the challenges financial advisers face in winning and retaining clients. It explores effective strategies to engage prospective clients while maintaining strong relationships with existing ones.
Key insights include:
Giving Before Receiving: Establish rapport with potential clients by offering value upfront without immediate compensation.
Risk Reversal: Implement strategies to reduce perceived risks for prospective clients, making it easier for them to engage.
Personal Stories: Use storytelling to illustrate the impact of professional financial advice, enhancing connections with clients.
Social Proof: Leverage testimonials and success stories to build trust and credibility.
Watching this video will empower financial advisers with practical strategies to improve client acquisition and retention, fostering long-term professional relationships and enhancing service delivery.
