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“It’s the service to people that adds value.”
Craig Meller;
Managing Director, AMP Financial Services
The Ten Minutes to
Clarity
professional development series for Financial Planners supports your
commitment to the right practice and customer experience.
The modules have been specifically designed to develop
Financial Planners’ interpersonal skills in order to:
·
Establish a
rapport from the first point of contact and very quickly gauge the
client’s
relational style preferences.
·
Identify the
client’s current financial-lifestyle position beyond financial data.
·
Understand
the client’s expressed needs and desires for financial wellbeing.
·
Clearly
demonstrate to the client that those needs have been understood.
·
Demonstrate
a holistic approach to addressing the client’s personal LifeStyle goals.
·
Guide the
client through the 7 building blocks with warmth and skill.
·
Set up a
follow-up plan that creates trust.
·
Demonstrate
a passionate desire to manage the client’s financial wellbeing so they
can enjoy the future they want.
·
Communicate
with clarity, the products and services appropriate for the client.
·
Deliver the
Statement of Advice; discuss and implement recommendations in a
manner understood by the client.
·
Have the
tenacity to maintain the appropriate engagement with a client.
·
Employ good
conflict resolution skills when dealing with difficult clients.
·
Maintain
emotional equilibrium and a balanced life to avoid stress and burnout.
·
Grow a
practice by recruiting and retaining suitable talent.
·
Develop
sustainable leadership capacity.
The Ten Minutes to
Clarity professional
development series provides a safe yet challenging environment for
Financial Planners to grow and enjoy business success.
Programme Developed by Dr Carlos A. Raimundo
 www.tenminutestoclarity.com.au
E:
Dr.carlos@playoflife.com
M:0414413767
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