Practicing what I preach with Daruka Capital and Hamel SP - "Creating Client Centred Conversations" is how anyone can help more people (potential clients), and help people more (existing clients). I share the path from the world of selling - Connecting, Convincing, and Closing - to the world of serving - Consciousness, Connection, and Co-Creation.“Caught in the paradigm of results based KPIs, growing the business or increasing returns to investors / shareholders "focusing on the client”, being “client-centric”, and having "client centred conversations” it is no wonder those starting their journey as a financial adviser struggle with "how".
Listed skills include Financial Services, Management, Wealth Management, Wealth, and 29 others.