CE-Credits.ca Webcast – September 20th

Robert Gignac will be speaking at the CE-Credits.ca Webcast – September 20th. His topic will be “A Client Looks at Advisor Value”. Details available here: CE-Credits

Session Synopsis:

A Client Talks About Advisor Value

In today’s “all news, all the time” media environment your existing clients could use some help. Your clients (and prospects) have no shortage of financial professionals and financial services organizations trying to lure them away from you. I like to call it the “Q Factor”. Your clients are seeking financial leadership – solid advice and guidance in making the tough financial decisions. Decisions they must make for themselves, their families and in many cases, their businesses.

The post-pandemic environment is a prime opportunity to talk life insurance and legacy with your clients. Clients spent their “quarantine” time looking inward and this “life assessment” process is an ideal conversation starter. Are you are willing to show your true value and commit to having those significant conversations? The true professional today doesn’t deliver product – they deliver “value”.  Do you show your clients (and prospects…) your true value as their financial professional? If I asked you, “tell me your value proposition in 20 seconds”, could you?

The four key takeaways will be:

1)           Understanding your client’s “Current Reality” – What keeps us (your clients) awake at night? What stops us from committing the client/advisor relationship? How has pandemic affected our reality? How will demographics, global economics, and future regulatory issues affect yours?

2)           Shifting the Narrative – Your ability to help create value will be the key to bringing the right mix of insurance products and services to the table. Includes a discussion of SMART goals (and why they are not always the answer to the problem).

3)           Blow up the Status Quo – Some of your clients will not obtain the future they want – even with your help – unless you can change certain financial behaviours. At a professional level – your reluctance to engage your clients in emotional conversations may hamper ability to deliver value to those very clients who need it most.

4)           The Choices You Make – Teaching clients “The choices you make determine the life you lead” and helping us cut through the “clutter” of financial industry options may be one of the most valuable things you do.

Get ready to inspire and educate and your clients – and perhaps most importantly – add value – because if we can’t see value in what you do, we may decide we don’t need to see you at all.

Join us at the CE-Credits.ca Webcast – September 20th – see you there!