Getting more out of client interviews and meetings
Andrew Macintosh of National Australia Bank explains how advisers should approach client meetings to build lasting relationships and properly understand their needs – as well as to enhance the overall client experience.
Building rapport and winning the trust of clients
Guy Mason of Simitri explains the importance of developing a connection with clients and building trusted relationships – and explains some of the techniques for achieving this.
How to listen for what clients really want
Guy Mason of Simitri talks about the need for relationship managers to listen properly to their clients, and outlines some techniques for improving listening skills.