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25th September 2024

The 8 Keys to a Brilliant Financial Planning Fact Find

Recorded on: 25/09/2024

A successful financial plan begins with an in-depth fact find. Gathering meaningful information from clients is the foundation for creating compelling, tailored strategies. But there’s more to it than just collecting data - the art of uncovering soft facts is equally vital.

In this webinar we are joined by John Dashfield who will focus on the crucial skills needed for effective soft fact finding, helping you connect with clients on a deeper level.

What you will learn:

1. How to encourage clients to open up
2. Common mistakes to avoid
3. The power of emotional, not just intellectual, engagement
4. Why mixing hard and soft facts can be problematic and how to overcome this

View the webinar to refine your fact-finding process and unlock even greater value for your clients.

Watch now

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