Dennis Moseley-Williams at HUM South africa 2021
Becoming a Guru: A Serious Shift for Advisers
At Humans Under Management South Africa 2021, Dennis Moseley-Williams presented on the transformative role of advisers in guiding clients. With over 20 years of experience advising financial advisers, he provides valuable insights into enhancing client relationships.
The talk focuses on the shift from viewing financial planning merely as a service to recognising it as an experience that adds value to clients' lives. The key question addressed is: How can advisers help clients achieve their personal aspirations?
Key insights from the talk include:
- Understanding that clients seek guidance in achieving their aspirations rather than just financial products.
- Differentiating between commoditised services and unique experiences that engage clients.
- Creating memorable interactions by designing every touchpoint, from initial meetings to follow-ups.
- Fostering deeper connections that encourage clients to view advisers as trusted guides in their financial journeys.
Watching this video will equip financial advisers with practical strategies to deepen client relationships, transform their practice, and ultimately enhance client satisfaction and loyalty.
