John Dashfield

Creating a transformational client experience

A Talk by John Dashfield (Client Centred Advisers)

About this Talk

You cannot fail to have noticed that transactional financial advice has been dying a slow death for years.

Technology, artificial intelligence and the increasing demand for transparency are putting the final nails in the coffin.

Thriving as a financial professional today is about creating a transformational client experience.

In this inspiring session you will discover:

  • What is a transformational client experience?
  • Why a different kind of client conversation is essential?
  • Why the key to creating exceptional value is in the last place you think to look?
  • The 10 false beliefs that keep advisers stuck in the transactional world
  • A fresh approach to client engagement
  • And much more!

If your success depends on creating deep, rich and lasting client relationships, the understanding shared in this session can transform the way you do business.

Exclusive Offers

Register for this Talk to unlock these exclusive offers.

If John's talk resonated with you, John is offering a 50% discount off his upcoming Client Engagement Masterclass webinar programme. And also free audiobook when you buy his book. Details here.


About The Speakers

John Dashfield

John Dashfield

Client Centred Advisers