Paul Cleworth at HUM South Africa 2024
Client Meetings That Change Lives
At the Humans Under Management South Africa 2024 event, Paul Cleworth presented on the transformative power of client meetings. With over 20 years of experience in financial services, he shared valuable insights for advisers.
The talk emphasises the critical role that effective client meetings play in shaping clients' lives. It addresses how financial advisers can enhance their interactions to build trust and foster meaningful relationships with clients.
Key insights from the talk include:
- The importance of asking great questions to uncover client needs and emotions.
- Understanding the 73855 communication rule, highlighting the impact of non-verbal cues in client meetings.
- Strategies for preparing for meetings, ensuring that clients feel valued and heard.
- The significance of honesty and transparency in building trust with clients.
Watching this video will equip financial advisers with practical strategies to improve their client meetings, ultimately leading to stronger relationships and better outcomes for clients.
