Client Engagement: Building long-term relationships with your clients

Business meeting between client and adviser

Client Engagement: Building long-term relationships with your clients

Client Engagement: Building long-term relationships with your clients 1920 1271 Wi-Ai.net

Business meeting between client and adviser

By incorporating ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜ ๐—ฃ๐—ฒ๐—ฟ๐˜€๐—ผ๐—ป๐—ฎ๐—น๐—ถ๐˜๐˜† ๐—ฃ๐—ฟ๐—ผ๐—ณ๐—ถ๐—น๐—ถ๐—ป๐—ด ๐—ฆ๐—ผ๐—ณ๐˜๐˜„๐—ฎ๐—ฟ๐—ฒ into the advisory process, advisers can develop a holistic view of their clients that goes well beyond just their financial and personal circumstances.

This deeper understanding allows for discussion of the unconscious biases that drive clientsโ€™ decision-making and opens the way to talking about topicsย such as their hopes, fears and values in an non-threatening way.In turn, this appreciation of what truly makes your client tick can be a key component in building long-term client engagement and loyalty.

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