Why Trust is Important
Building trust is one of the key success criteria for any advisor. When it is present it strengthens client relationships, builds loyalty, promotes advocacy and increases revenue.
When we study the most trusted and least trusted industries in Australia, the financial planning industry is ranked as one of the lowest. This has significant ramifications not only for advisors but also for the many Australian’s, who due to their scepticism, don’t accept their advisors advice.
With the understanding on how to build a higher-level trust, advisors are enabled to shift this perspective and be perceived as the custodian of their client’s financial wellbeing and the “Trusted Advisor”.
Advisors will learn
- How trust increases revenue, attracts ideal clients and creates raving fans
- How to dramatically transform client’s perception of your trustworthiness
- The 3 key techniques that develop and sustain a higher level of trust
- How trust increases clients willingness to pay fees
- The do’s and don’ts when trust breaks down.
The Power of this Workshop
Trust is an intangible concept and many advisors are unsure of what they can do further to build a higher-level of trust with their clients.
Advisors appreciate that integrity, competency, right conduct, character and reputation are all important factors in building trust, however these attributes, while important only represent a base-level of trust and not a high-level of trust.
This workshop provides advisors with the insights, tools and specific actions necessary to develop and sustain high-trusting relationships. In doing so they will not only become more successful but will also elevate the perception of the financial services industry to a higher level of trust.
The workshop is engaging, informative and interactive. The content includes leading-edge research on trust as well as the practical techniques used by Meiron in his career as a trusted advisor.
Advisors will be equipped with sound knowledge of their clients trust process and the three key criteria necessary to build a higher level of trust. There are two options available, a two-hour and a four- hour workshop and both are CPD accredited.