Being innovative and creative to help distinguish yourself (and your business) from the crowd is a challenge facing many Financial Planners. Bringing the Financial Planning process to life from a client's perspective is a key component in demonstrating added value and in increasing planner profitability.
In response to this need the IFP, in partnership with development specialists Zentano, has launched the "Creating Better Client Connections" workshop. The
pilot workshop was held in Bristol in August and generated great feedback. In particular they cited being able to spot clues in how others want to be communicated with and in understanding what parts of the service offering clients will value the most.
The workshop helps delegates work out their preferences for processing information and how these thinking preferences impact on the entire client sales cycle from prospecting, engaging, communicating and presenting information.
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Delegates were provided with an individual profile of their own preferences and asked to consider how they communicate with those who think the same as they do and those who think very differently.
Feedback showed delegates will be considering more carefully the questions they ask their clients, be more aware of the clues their clients give them in terms of how they want to be interacted with and how to adapt their style to suit individual clients needs.