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Creating a transformational client experience

17 February 2022

Online
Creating a transformational client experience

CPD Certified

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

In this IIL financial services webinar, John Dashfield talks about the human side of financial planning and its importance and relevance to the success of the planning and implementation process. 

Description

For years, the financial services business has been focused on improving technical ability, with most practitioners spending scores, if not hundreds, of hours studying. However, important as they are, technical skills bear little correlation to the ability to meaningfully connect with clients and build long-term, high-quality and mutually profitable relationships.

At a time when huge investment is being made to remove the human element from delivering financial advice, it has never been more important for advisers to up-skill in this area.

Creating a transformational client experience

Learning objectives

  • How to build trust, rapport and credibility
  • The importance of deep listening
  • The four categories of client-centred questioning
  • Creating an environment for insights

Speaker

Details

Date:
17 February 2022
Time:
1:00pm - 2:00pm GMT
Category:
, ,

Venue

This is an online event

Organiser

The Insurance Institute of London (IIL)
Phone:
+44 20 7600 1343
Email:
Iil.london@cii.co.uk
Website:
https://www.iilondon.co.uk/home/

Other

CPD text
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
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