By incorporating ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐ฃ๐ฒ๐ฟ๐๐ผ๐ป๐ฎ๐น๐ถ๐๐ ๐ฃ๐ฟ๐ผ๐ณ๐ถ๐น๐ถ๐ป๐ด ๐ฆ๐ผ๐ณ๐๐๐ฎ๐ฟ๐ฒ 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.