The Institute of Financial Planning is holding a pilot workshop for Financial Planners on creating better client connections.
The workshop is designed to bring the Financial Planning process to life from a client's perspective and increase planners' profitability.
It will discuss the question 'How do you and your Financial Planners and Paraplanners think?'. The IFP said this was a critical question for firms as it affected the entire client cycle from prospecting, engaging, communicating and presenting information.
Thinking about this question could lead to enhanced client service and retention, increased self-awareness leading to engaging with clients at a deeper level and effective tools that can be embedded long-term.
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The IFP said Financial Planners should think about what their clients care about and how they want to communicate.
This information would help Financial Planners understand what information the client needs to make decisions, how the information can be presented to satisfy the client and what strategy would influence or shift client perceptions.
During the workshop delegates will complete a case study and a 'ready for action' plan to take back to their firms.
For more information or to book your place contact IFP education director Sue Leech on This email address is being protected from spambots. You need JavaScript enabled to view it. 

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