How to Articulate Your Value – Part 2

Description:

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

ABOUT GRANT

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.

www.IPlan.net.au

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