How to Articulate Your Value – Part 1

Description:

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

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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