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Play your trump card first - David Haintz, Global Adviser Alpha
Manage episode 324201601 series 3333605
Sisällön tarjoaa Mark Akeroyd. Mark Akeroyd tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Mark is joined by David Haintz from Global Adviser Alpha, a B2B consultancy helping leading global advice businesses become world class and achieve outstanding result for all stakeholders
David joins Mark to discuss how he brought values based advice to life in his time as an adviser in his own firm and how he now helps practices scale their business through a values based advice experience.
David covers:
- How he took his business of 120 advisers from 25% conversion of new clients to 67%, doubling their client base, revenue and FUM through creating a consistent values based experience
- The power of leading with the question "What's important about money to you?"
- Dispelling the myth that just because someone has got alot of money, doesn't mean they don't want to talk about the "fluffy" stuff.
To learn more about how Lumiant can help you embed values based advice into your business click here
More of a visual person? You can watch the episode on our youtube channel here.
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