Barry O'Mahony at HUM South Africa 2019
Finding the Right Experts to Help You Be the Best You Can Be
At the Humans Under Management conference, Barry O'Mahony, an experienced rugby coach turned financial planner, presented on utilising coaching techniques to enhance client engagement in financial planning. The talk focused on the importance of bringing in external expertise to improve client relationships and the financial planning process. It addresses the challenge advisers face in connecting with clients on a deeper level.
Key Points:
- Engaging clients through coaching methodologies can lead to better understanding and more meaningful conversations.
- Leveraging the knowledge of experts from various fields can provide unique insights that benefit clients.
- Active listening and asking open questions are crucial in uncovering clients' needs and concerns.
- Building trust and rapport is essential for long-term client relationships and successful financial planning.
Watching this video will equip financial advisers with practical strategies to enhance their client interactions and improve their advisory practices, ultimately leading to more successful outcomes for clients.
