18th June 2024

What is client value and how can you create it?

When: 20th June 2024 

The world of financial services is changing rapidly. Technology is playing an increasingly bigger role in the provision of professional services. Clients are more savvy, better informed, and have higher expectations than ever before. 

Join our latest webinar with John Dashfield from Client Centred Advisers as he takes a practical and insightful look at how advisers can cut through the noise of the marketplace and position yourself as a ‘Trusted Adviser’?

Agenda:

1. The three levels of value creation and why they matter

Learn practical strategies to create value for clients to enhance your position as trusted advisers in the eyes of their clients.

2. What are clients are really buying?

How to gain a deeper understanding of your clients' motivations to tailor your services accordingly. 

3. What is the biggest factor in client engagement?

Explore how you can connect with clients to provide more meaningful solutions to their financial challenges. 

4. How we stop getting in our own way

Gain insight into how human behaviour may detract from value.

5. 10 ways you can create value

Learn how to demonstrate value for clients to differentiate yourself and drive business growth.

Attending this webinar can provide insights into how changing client expectations are shaping the industry landscape.

Please don’t miss out because what you learn could transform the way you do business. 

Register now

Panacea Webcasts