The real promise of great financial advice is to help clients to live their best life. Not to die rich, but to live a rich life, where money enables them to live a life they have dreamt about.
I think we can agree that this is why we joined this industry, and yet it feels like we've lost sight of that, with most training and investment of late focused on the compliance aspects of satisfying BID and not on streamlining compliance while truly engaging clients in the planning process.
What about the Adviser? Who is fighting for them? Who is helping them reach their potential? Who is helping them lead better lives?
In this webinar, Sue speaks with Santi Burridge, CEO of a firm that has been doing just that. We will talk about how advisers can improve their client engagement and enable their businesses to become Bionic.
We will discuss techniques that enable advisers to build trust quickly, to give clients the gift of supporting them through life planning and aligning their values within families to then go on to effectively design and act towards their best life.
And just as importantly, we will show you how you can lead your best life by putting you in the control seat.
BONUS... For this special event, everyone who registers (not just our Evolve Alliance members) will receive a link to watch the recording of this Evolve Live Webinar.