Simple changes, significant differences
S Harwood-Gray, Financial Adviser
Very helpful, with simple changes that could make significant differences.
More client commitment
P. Walker, Financial Planner
This has given me a better understanding as how to position future review meetings to get more client commitment.
Great ideas I've never tried
K. Stanbridge, Financial Adviser
Some great ideas that I have never tried. And with lots of useful new information.. I'll give some ago. Really engaging session.
Great specific questions we can ask clients
C. Hockney, Financial Planner
It was a really good session, lots of helpful information and tips. I liked the specific questions that we can use to ask our clients.
Communicating the value of advice
R. Bryant, Financial Planner
Very useful insights and alternative ways to position the annual review which I will definitely adopt. Also interesting points on the value of advice.
Refresh an existing relationship
A. Jones, Financial Adviser
Really great to have some hints and tips on how to refresh an existing relationship and how to set the agenda for a new meeting correctly. Melissa is brilliant.
Personalising each meeting without taking too much time
G. Metcalf, Financial Planner
We follow a good review process in our practice, but it is quite repetitive - especially in terms of the agenda. The session has given me more thoughts around personalising each meeting - without creating too much additional work.
Melissa clearly knows her topic and her practical suggestions were certainly very useful.
Helped me to think about client relationships differently
P. Brown, Financial Adviser
Fantastic session with very useful ideas. Really helped me to think about client relationships differently. Excellent session.
Motivating, practical and simple
C. Wood, Financial Planner
This gives great examples of questions and how best to position with clients. Ideas such as introducing scaling and measuring with new clients and then comparing how they feel further into the relationship were also great suggestions. The session was very motivating.
Extremely relevant to our day to day role
J. Caldwell, Financial Adviser
Extremely relevant to our day to day role as advisers. Melissa is brilliant at what she does and you always come away with useful information.