Carla Brown at HUM London 2023
From Clients to Advocates – Transforming Language to Maximise Referrals
At Humans Under Management London 2023, Carla Brown presented on how financial advisers can enhance client relationships through effective communication. With a degree in English literature and extensive experience in wealth management, Carla offers valuable insights.
The talk focuses on the challenge of turning clients into advocates to increase referrals. It addresses the common struggle of advisers to engage clients deeply and leverage those relationships for business growth.
Key points include:
- Understanding the importance of asking the right questions to discover clients’ true motivations.
- Shifting language to foster a sense of choice rather than decisions, encouraging clients to engage in their financial planning.
- Building trust through active listening and empathetic communication, which can lead to increased referrals.
Watching this video will empower financial advisers to enhance their client interactions, leading to deeper connections and a greater likelihood of receiving referrals. This session provides practical strategies for transforming client relationships and maximising business potential.
