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Half the fact-finding work is done for you when you understand how clients react and what values guide them during difficult times. When we understand that, we can more quickly align with clients.

Clients who are bored or confused, aren’t likely to buy. In providing an outstanding client experience, it’s more than how much you know; it’s how you say it. Just as it’s difficult to understand a doctor’s diagnosis and follow their treatment plan for you if they use a lot of jargon, clients also will struggle to follow your advice if you overwhelm them with jargon. Watch this video to understand how you can more effectively talk with your clients.

Technology is changing the world. Members from Singapore, Japan and Korea discuss how it’s changing their practice – from how they communicate with clients to how applications are done.

Gan highlights four simple modules to help clients better understand the financial planning process.

Gan highlights four simple modules to help clients better understand the financial planning process.

Advisors share how being process driven transformed their business.

Gan highlights four simple modules to help clients better understand the financial planning process.