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Delivering A Compelling Client Proposition

  • Writer: NextGen Planners
    NextGen Planners
  • Apr 28, 2013
  • 1 min read

Recently,  I connected with Paul Armson of InspiringAdviserOnline for a G+ Hangout session to share some ideas about how advisers can deliver compelling client propositions in the ‘fee-only’ world that we are now in. Sharing his own inspiring story of how he got into financial services and built a successful business around delivering Lifestyle Financial Planning, Paul talked passionately about how ‘the industry’ works hard to give advisers ‘yet another product’ to talk about and takes advisers focus away from the most important part of their business – the clients! Enjoy


You can also see videos from previous hangouts here.

 
 
 

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