DATE: Thursday 6 June 2024
TIME: 11:00am - 11:50am AEST
LOCATION: Online webinar

1 CPD point available

Everyone understands that personal relationships are key to engagement between clients and their adviser. But what is the real secret to developing them?

Unsurprisingly, it’s language.

Developing trust is not just about demonstrating professional expertise; it’s also about transparency and making the client feel seen, heard and understood, and simplifying your language is crucial.

By explaining things in plain language, advisers are respecting their clients’ right to make informed choices about their own financial future, based on their specific needs and circumstances. And when clients feel comfortable with the language used, they’re more likely to voice their questions and express their concerns – and become truly empowered and engaged.

In the June edition of INPractice, The Inside Network will examine:

• How to ensure clear and effective communication throughout the advice process;

• How to help clients make well-informed decisions; and

• The use of language to break down barriers and make investment a more inclusive topic.

  In conversation with Jacquelyn Mann from Invesco Global Consulting, discover how to use the power of language to elevate your practice.