Pete Matthew at HUM London 2017
Pre-suasion
At Humans Under Management London 2017, Pete Matthew presented on the concept of pre-suasion in financial advising. With nearly 20 years in the financial services sector, Matthew offers valuable insights for advisers.
The talk focuses on how to prepare potential clients for a collaborative relationship before they even engage with advisers. It addresses the challenge of shifting from transactional interactions to meaningful partnerships.
Key Points:
Establish mutual trust by removing roadblocks and addressing client fears about financial discussions.
Emphasise the importance of sincerity, consistency, and competence in building relationships with clients.
Illustrate the evolving expectations of clients, who increasingly seek long-term collaboration rather than one-off transactions.
Highlight the benefits of pre-educating prospects through content, fostering a shared language and understanding.
Watching this video will equip financial advisers with practical strategies to enhance client relationships and facilitate smoother engagements, ultimately leading to a more fulfilling practice.
