How to Articulate Your Value – Part 2


Grant Loechel covers how clients step through from being referred, to completing forms on the website, automated emails and first meeting to articulate value and discuss fees.

Learning Objectives:

  • How to step clients through the process from referral to first meeting
  • An efficient process to gather client data
  • How to articulate value before discussing fees
  • How to “Sell the Sizzle” rather than give away the farm in the first meeting

Supporting Documents


Grant is a fully qualified Senior Financial Adviser, having commenced his career as a planner in 1994. He completed a Diploma in Financial Planning in 1996, became a Certified Financial Planner (CFP®), and then went on to complete a Master in Financial Planning in 2004. Grant is Managing Director and sole Shareholder of iPlan Financial Services Australia Pty Ltd.

Complete the following quiz to confirm your learning outcomes (2.5 CPD Points)

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