How to find client objectives that they will care about
How to find client objectives that they will care about
Chris Budd will look at the nature of client objectives, and whether they will lead to an increase in client wellbeing. He will discuss how to help clients to understand their own objectives, and the skills advisers need to develop to achieve this. This is a great introduction to the use of simple coaching skills to deliver benefits to your clients and your business, not to mention giving you genuine job satisfaction.
Chris Budd is the author of six books, including the original book about financial wellbeing which he wrote in 2015, The Financial Wellbeing Book. The Four Cornerstones of Financial Wellbeing, was published in 2023.
He founded the Institute for Financial Wellbeing (IFW) to bring together financial advisers and planners who want to focus on their clients’ happiness, not just their money. Chris lives in Somerset, UK, with his family and too many guitars.
Perfect for: Financial advisers, mortgage advisers, and all financial services professionals looking to enhance their client interactions.
Venue
- Online event
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.