John Dashfield is a prominent coach, strategist and NLP master-practitioner who specialises in helping financial advisers to restructure their businesses and their lives to achieve the things that are important to them. John sold his financial advice business several years ago to concentrate on his coaching business.
Client Magic - How to Build a Great Life for Yourself and Your Clients is a unique two-day workshop for financial professionals who want to add a significant revenue stream to their business or even fully transition to a financial planning business model.
How successful has your financial planning practice been in 2009?
Many people in financial services believe that the future for financial advisers is not in continuing to have transactional relationships with their clients.
The future is to build long term financial planning relationships and to create a predictable, highly profitable revenue stream.
One of my most important coaching principles is to avoid reinventing the wheel. After all, why would you go to all the time, effort and money to try and re-create what has already been done? Why not take the obvious shortcut and go and learn from people who have already accomplished what you want to do?
A key skill of creating a highly compelling financial plan for your clients is to know how to elicit their most important values because when the plan you create for them is based upon what they want most from life then they'll be highly-motivated to work with you and pay you an appropriate fee.
One of the most important aspects of being able to elicit your client's values is to go through the process yourself. Once you've done this it becomes easy to have the conversation with your clients (not to mention that fact that it can have a transformational effect on your own life!).
A significant part of the two-day Client Magic Seminar will your opportunity to practice the questions that you'll be asking your clients.
Imagine being able to:
* Walk into a client meeting and feel confident that you can make a real difference just by asking questions!
* Add a significant and exciting new revenue stream to your business.
* Build a solid and growing reputation because you do great work with your clients!
* Be rewarded for making a significant difference in people's lives. Those rewards won't only be financial. You'll be connecting with people at a deeper level and, therefore, experience a deeper sense of satisfaction from your work.
In addition to learning how to build more profitable relationships with your clients you'll also learn how to create a more profitable and ultimately, valuable practice.
For full details and to book your place now visit www.clientmagic.eventbrite.com
Warmest regards
John