What makes clients tick?

Simon Hoyle

Editor - Professional Planner Magazine

  • 2 February, 2012
  • 0
  • print

Developing effective relationships with clients relies on knowing what really motivates them when it comes to their financial wellbeing. Not all clients are the same, and they should not be treated the same.

On February 24, Professional Planner is hosting a briefing on understanding clients’ psychological preferences, featuring Matt Linnert, co-founder of Money Personality; and Robert Skinner, director of innergi.

This briefing will help you to:

• Know clients beyond fact finds and risk profiles.
• Understand client diversity and personal financial behavioural issues.
• Learn the commercial benefit of understanding your clients’ psychological motivators.

For more information, including how to register to attend this briefing at no cost, please CLICK HERE.

Vote
Is the SMSF space central to your growth strategy?

 
We thought you might also be interested in these stories ›
How to see the forest AND the trees
How to see the forest AND the trees
Advisers singled out as Trio saga concludes
Advisers singled out as Trio saga concludes
Collingwood couldn’t do it. Can Colonial?
Collingwood couldn’t do it. Can Colonial?

Comments: 0

Leave your comment

  • Filter:
  • Practice Management

    The art and science of running a profitable and efficient financial planning practice.

  • CPD

    Keep your professional knowledge up to date with articles from recognised experts.

  • Professionalism

    What it really means – and what it takes – to be a true professional.

  • Regulation

    Stay abreast of the most recent changes to regulation and the law and how the changes affect your business.

  • Technical

    Product and sector issues interpreted, analysed and explained.

  • SMSF

    Everything you need to know about providing advice and guidance to the trustees of self-managed super funds.

iStock_000017906987XSmall
in Client Relationships

Challenge and consider changing your licensee

The professional obligations of financial planners trump those of their employers and should guide their behaviour in dealing with practices or processes that ... [more]

cash_suit
in Government and Regulation

Legal view: regulation won’t end scams

A senior finance-industry solicitor says the new era of fee-for-service will not automatically end the rorts offered by some commission-based schemes of the ... [more]

HELMICH_Steve
in Professional Standards, Videos

AMP’s Helmich on FoFA, recruitment

Steve Helmich, AMP director of financial planning, advice and services says he has never seen the mood more positive amongst AMP’s financial planners. ... [more]

iStock_000018821517XSmall
in Government and Regulation

Advisers singled out as Trio saga concludes

An 11-month investigation into the collapse of Trio Capital has concluded with a Parliamentary Joint Committee recommending closer scrutiny of both planners and ... [more]

Key-hole-iStock_000011051505XLarge
in Government and Regulation

Compensation key as Trio findings released

The Financial Services Council (FSC) has echoed the sentiment of an independent report calling for a “sense of proportion” in the debate over ... [more]

iStock_000009027973XSmall
in Private Banking, Videos

‘We have allowed product to drive the relationship’

Systemic failure by Australian private banks to service high-net-worth (HNW) individuals has created an opportunity for financial planners to compete for these clients. ... [more]

Load More