S11:E6 - Practical tips to improve your client interactions episode artwork

EPISODE · Mar 20, 2025 · 51 MIN

S11:E6 - Practical tips to improve your client interactions

from Your Financial Planning Maestro · host Jacqueline Lockie

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠LockieConsultants.com⁠In this week's #YourFinancialPlanningMaestro #podcast we take a week's break from CFP to talk to Emma Boardwell of Emotional Finance about what we can do to improve our interactions with clients.Listen now to find out: 1. The importance of building the conditions of trust when giving advice 2. Why we should improve our emotional and relational skills when giving advice 3. Why financial planning should be a co-created process 4. The impact of poor client engagement on financial outcomes 5. Learn the practical steps that advisers and paraplanners can take to improve their client interactionsThis episode is packed full of practical tips to help you become a better financial planner with deeper client relationships.#CFP #CertifiedFinancialPlanner #CISI #OnlineCoursesEmma's bio: https://www.emotionalfinance.co.uk/about

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S11:E6 - Practical tips to improve your client interactions

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