Videos

Welcome to the Client-Centred video page; free content that shares a fresh approach to thriving as a financial professional in a rapidly chaging environment. Please re-visit this page as new content will be added on a regular and ongoing basis.

Creating deep client engagement (without the fear of making mistakes or losing clients!)

Trust – what builds it and what destroys it

Are your clients emotionally engaged?

The more present you are, the more presence you have

The art of deep client engagement

Qualified financial planner but still holding back?