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Picture of [Video] Beyond the Money: Unique Client Engagement and Deeper Client Relationships

[Video] Beyond the Money: Unique Client Engagement and Deeper Client Relationships

Focus Session
SKU: 21MDRT-36V
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$40.00
$55.00

Monday Session

Do you sell a product or a process? Have you ever thought about selling a unique client journey — one that you can articulate from the outset, and one that compels clients to stick with you and work in partnership over the long term? If you really want to make a difference in people's lives, as well as being a valued trusted advisor, Smith shows you how to create a three-level journey proposition that will have clients wanting to join your practice and give you confidence to say no to wrong-fit clients.

Speaker Bio

Austyn A. Smith, Dip PFS, has spent 25 years helping retirees clarify their retirement journey, reducing uncertainty, freeing up their time and enabling growth. He's the CEO of Austyn Smith Associates, an award-winning U.K. financial planning firm, the co-host of Austyn's Insights weekly audio call and the author of “Money Mapping: Creating a Relationship Centered Business.”
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