Rob Caplan at HUM London 2018
Things Are Not Always What They Seem
At the Humans Under Management London 2018, speaker Rob Caplan presented on the importance of delving deeper into client needs. With a background in financial advising, Caplan shares valuable insights for practitioners.
The main focus of this talk is to challenge financial advisers to look beyond surface-level assumptions and truly understand what matters most to their clients. The talk addresses the difficulty of questioning clients effectively to uncover their hidden priorities.
Key insights include:
- The significance of recognising unconscious bias in client interactions and its impact on understanding their true needs.
- The necessity of asking great questions to facilitate meaningful conversations with clients.
- The importance of perceiving clients' whole picture rather than relying solely on their initial inquiries.
- Strategies for building deeper relationships that empower clients to articulate their values and aspirations.
Watching this video will equip financial advisers with practical tools to enhance client relationships, enabling them to foster greater understanding and facilitate impactful change in their clients' lives.
