6 Client Meeting Skills That Turn Advice Into Action

About this episode

Francois du Toit shares six client meeting skills to enhance financial planners' effectiveness in turning advice into actionable outcomes.

Send us Fan Mail Most financial planners know that client meetings matter. The harder part is running meetings that feel clear, useful, human, and focused on the client. In this episode of PROpulsion LIVE, Francois du Toit shares six client meeting skills that can help financial planners turn good advice into better conversations and better action. This episode is practical: what can advisers do differently in their very next meeting? We will look at how to reframe your value, build trust ...

People in this episode

Host: Francois du Toit

Topics covered

• client meetings
• financial planning
• communication skills
• trust building
• advice implementation
• professional development

Keywords

• client meetings
• financial planners
• communication
• trust
• advice
• actionable outcomes
• skills

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