Webinar - Insights into Client Referrals

Business development is one of the major challenges facing financial advisory and wealth firms across the world. It’s also the case that most new business for financial advisers comes from referrals via existing client and centres of influence.

This session aims to explore the state of referrals for financial advisers across the world, and will explore practical techniques for structuring an improved pipeline of ideal client referrals to advisers through the application of effective client communication theory and practices.

Learning Objectives

The Learning Objectives for this Webinar is as follows:

Gain a greater understanding of why clients and centres of influence do and do not refer.

How to structure 'asking' for referrals into the financial planning process.

How to use effective communication techniques when handling the referrals conversation.

Andrew Walker - Regional Director and Vice President

Based in the London office, Andrew helps financial advisers develop an understanding of capital market research and its application to portfolio management. He is also responsible for constructing portfolio analysis presentations for advisers, training advisers in asset allocation and portfolio construction using proprietary software, and consulting with advisers on practice management issues. Andrew has more than 30 years of experience working with financial advisers. Prior to joining Dimensional, he was a business development manager for Vanguard Asset Management, where he was responsible for distribution and promotion of mutual funds and ETFs via intermediaries in the East Midlands and East Anglia.He is a Chartered Fellow of the CISI and holds the Investment Management Certificate and a Diploma in Regulated Financial Planning.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.

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