Improving Financial Advice with Strategic Client Touchpoints - S5E12

In this episode, we get stuck into the value-adding touchpoints in the financial advice client journey. The discussion focuses on being intentional in client interactions, identifying moments where the most value can be added through human interaction, and complementing these moments with technological support.

We explore how to effectively map out the client journey from the initial contact to ongoing management, pinpointing critical stages where intentional interactions can significantly enhance the client experience. The role of technology is also examined, highlighting tools that can improve communication and personalisation without overshadowing the essential human element.

The discussion offers practical advice on what to avoid in client relationships and provides steps for adding maximum value at various stages of the financial advice process. We conclude with actionable steps that financial advisors can implement to refine their client engagement strategies and enhance overall service delivery.

Join us to gain insights into creating a more client-centric approach that balances efficiency and personalised service, ensuring that every interaction adds substantial value to the client journey.

Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice.

Also featured in this episode:

📃 Current Affairs by the FPI
📸 Bulletproof Your Business with David Kop
🎯 Brand Works with Rizanne Oosthuisen
🎤 Quick Announcements
📺 Featured Topic with Francois du Toit

Leave us a comment with your thoughts and questions.


--- Find our content valuable? Please subscribe to the YouTube channel ---

Click the SUBSCRIBE button above


Disclaimer: The views and opinions expressed by guests on our show do not reflect the official stance of our platform. We do not endorse or promote any guest, their views, or any products and services they might represent.


--- Join the Financial Advisor Playbook Waitlist ---

Join here: https://www.propulsion.co.za/book


--- Learn more about PROpulsion ---

👉 https://www.propulsion.co.za/community