How to Articulate Your Value – Part 1


Grant Loechel shares his story of why he became an adviser, what key questions he asks clients and how he creates and articulates value for clients

Learning Objectives:

  • How to coach clients about the value of engaging a financial adviser
  • The questions to ask clients to understand their goals
  • The processes to create a valuable advice experience


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)

You must be logged in to complete this form. Login