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Creating a transformational client experience

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About this talk

You cannot fail to have noticed that transactional financial advice has been dying a slow death for years.

Technology, artificial intelligence and the increasing demand for transparency are putting the final nails in the coffin.

Thriving as a financial professional today is about creating a transformational client experience.

In this inspiring session you will discover:

  • What is a transformational client experience?
  • Why a different kind of client conversation is essential?
  • Why the key to creating exceptional value is in the last place you think to look?
  • The 10 false beliefs that keep advisers stuck in the transactional world
  • A fresh approach to client engagement
  • And much more!

If your success depends on creating deep, rich and lasting client relationships, the understanding shared in this session can transform the way you do business.

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