Melissa Kidd at HUM London 2022
The Pursuit of Less but Better
At Humans Under Management London 2022, Melissa Kidd presented on the importance of focusing on quality over quantity in the financial advisory profession. With extensive experience in helping finance professionals communicate effectively, Kidd offers valuable insights.
The talk addresses the challenge of feeling overwhelmed and undervalued in a culture that prioritises more over quality. It encourages financial advisers to reflect on their contributions and reassess their client engagements.
Key points include:
- The significance of identifying your ideal clients for higher fulfilment and better outcomes.
- The risks of the "triple whammy": too much work for too many clients for too little money.
- The necessity of implementing systems to effectively screen clients and ensure a productive relationship.
- The benefits of niching down to improve client relationships and service quality.
Watching this video will equip financial advisers with practical strategies to enhance their practice, improve client satisfaction, and reclaim control over their professional lives.
