Keynotes

Advice Matters

It’s Not Just What You Say, but How You Say It

Advice Matters: It’s Not Just What You Say, but How You Say It

Target Audience

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Financial advisors striving to shift their practices from transactional to advisory.

Program Deliverables

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Provide advisors with the essentials to building long-standing, trusted advisory relationships with clients.
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Teaches advisors how to demonstrate the value of their advisory fee, provide more than “commoditize-able content”, and master the “process” of advice-giving.
The growth of low-cost brokerage services and robo-advisors has led clients to ask “What added value do I receive for the fee that I pay to my advisor?” Providing clients with access to investment products, software-generated financial plans, and recommended asset allocations are not enough. Such commoditized advice must be complemented by a valued advisory process that delivers much more. The interpersonal and customized benefits of advice-giving can be achieved only through human interaction – via the advisor-client relationship.

For the foreseeable future, the process of advice-giving will be the differentiator. HOW advice is delivered to and perceived by clients will be what distinguishes advisors from the competition.

Drawing upon his expertise as a licensed psychologist and his extensive experience advising world-class performers, Dr. Jensen shows you how to:

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Master the stages of advice-giving
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Seek and reflect understanding
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Build essential interpersonal skills
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Develop long-term, trusting relationships
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Motivate clients to take action

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TESTIMONIALS FROM FINANCIAL PROFESSIONALS