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The Power of Guiding Clients to Tell Their Life Story

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Event description

Tim Henry, founder of Aspire Planning, shares why focusing on the client experience and providing holistic advice has been the key to his business success.

Date & Time: Wednesday, 11 October12.30pm-1.00pm AEST

What’s in the Bag?

  • Financial planning and EP that place the client’s Life Vision where it should be
  • Balancing the client experience with business efficiency
  • Using Yodal effectively allows you to concentrate on the client’s needs
  • Empowering you, to make it happen, is a powerful feeling

We look forward to you joining us for what promises to be a fascinating insight into a different way of thinking when it comes to the client journey and the role that we as financial advisers can play.

We encourage you to share this link with other team members, so they too can benefit from our Brown Bag Series.

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