Mastering the Art of Strategic Client Meetings

This topic will help you to build confidence in client meetings and develop key data-gathering techniques by providing the essential tools for engaging in client conversations. Using real client scenarios, you will learn how to listen effectively, take insightful notes and ask the right questions to guide your clients through their financial journey.

Each week you are required to complete a number of activities and submit your completed work. The activities are practical and reflect realistic workplace scenarios. Each activity is designed to support your learning. The activities include mock client interviews, note taking, reflection and discussions with your supervisor or manager.

1. Identify client expectations and drivers of satisfaction in a financial advice context
2. Develop a range of communication techniques and skills essential for productive client relationships
3. Conduct effective client meetings
4. Outline a recommendation based on data gathering from client meetings

• Provisional financial advisers undertaking the professional year

• Early career financial advisers

• Experienced financial advisers looking for a refresh of skills

$250 (Incl GST)

Each Financial Adviser Accelerator Suite (FAAS) topic is structured into 6-weeks of learning with a total of 20 hours of learning across the weeks.

To complete the topic, you are required to satisfactorily attempt all activities required each week.