How are you evolving your advice value proposition to stay ahead?
Leading planners are using deeper client knowledge to blaze new trails in creating value for their clients.
About the Client Understanding Study
This webcast cover recent findings in a major new benchmarking study of over 350 planners conducted in partnership with Financial Advice NZ, AFA (Aus), FPA (USA) and Portfolio Construction Forum (Aus). The research study has also involved interviews with over 50 seasoned planners and domain experts.
The study shows they are doing that in three key ways; provoking clients, focusing on niches and engaging families.
About the Presenters & Research Partners:
Patrick Spenner, Global Head of Product & Chief Marketing Officer, Capital Preferences USA, and Rob Hamshar Research Director, Capital Preferences, are co-authors of the study will share study insights, case studies and methods of leading planners who are pursuing each strategy. Research partners are University of California at Berkeley, Capital Preferences, TrueProfile, T.RowePrice
Who is it for? Why is it relevant?
All client-facing financial planners and advisors + leaders of advice/planning firms. The content focuses on providing data-driven insights + real examples of best practice, which will help planners and leaders hone their strategy for providing value to clients in a rapidly changing advice marketplace.
Presentation outline:
1. An introduction to the State of Client Understanding Study
2. Three paths to strengthening advice value props
A. Provoking clients--data and insights + case example from Paragem
B. Focusing on niches--data and insights + case example from Signature FD
C. Engaging families--data and insights + family engagement tools from T. Rowe Price
3. Q&A
Learning Outcomes:
Participants will be able to:
- identify the most relevant paths to improving their advice value proposition
- state the three hallmarks of the Behavioralist planner profile, and assess their own ability to adopt these methods
- build communities around best-fit niches for their practice
- apply tools for more holistic, productive engagement with partners and adult children of primary clients
CPD 1 hour structured
Learning Area: General Principles of Financial Planning
Level: Developed
This is a complimentary web cast for members – please use the direct registration link below
https://attendee.gotowebinar.com/register/6558361854611324162
December 5 NZ Time 2.30pm-3.30pm