In this training module turned podcast, I'd like to take you into some of the challenging conversations that arise when you're advising others, including:

Conversations about fees

Conversations about value

Retention discussions

"Red carpet" exits

Conversations with "high touch" clients

 

I'd like to share with you some of the best approaches, templates, scripts, and proven methods for not just managing these conversations, but also turning them into a positive experience for yourself and in many cases for clients

 

 

To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

 

To know more about what I do, visit our website: https://audere.com.au

 

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

 

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice