The Collapse of Client’s Needs
Financial needs are collapsing. It is not just about having adequate cashflows or reserves, it is also about having as much confidence as possible considering one’s unique circumstances.
Working the crisis head on
Your plan must be #1 – otherwise you’re always reacting to everyone else’s plans leaving hope your key strategy. Working to your own plan of attack, not only defence, provide better control and returns.
Maslow is for financial advisers what Warren Buffet is for investors. The Maslow Hierarchy of Needs provides the proven frameworks for valuable client conversations.
Communities achieve more
Recent bushfires showed the value of community. Reach out both to receive and gain support. Working from isolation does not have to be ‘isolating’ in terms of the value you can still provide, or support you can receive.
IS REASSURANCE enough?
Is reassurance enough? Contact to only reassure might have worked in the GFC. Contact means much more now. With structural collapse of lifestyles, not only financial markets, advisers can not assume what is the specific complexities their clients now face or the value they now seek.
“The Maslow Conversations”
Noon - Tuesday 21st APRIL (SYDNEY TIME)
Noon - Tuesday 28th APRIL (Sydney TIME)
SEEKING ANOTHER TIME?
Some of the Session feedback…
I can see the efficiency and subtlety of the questioning process and very much like the Certainty Map as a tool to record the whole conversation.
Great timing, role play was excellent, sharp and to the point.
Pretty well spot on. Did it on mobile. Will use bigger screen next time. Thank you for the download of documents.
Amount of time was perfect, enjoyed the interaction and practical application.
A free 40-45 minute Webinar to share advice tools, frameworks and context to immediately implement with clients. Content includes how to position, conduct, control these vital conversations to (re-)identify unique fundamental value for clients in these times. There will also be time for Q&A.
When joining our Maslow Conversation Webinars, please understand our bias…
Everything we do at Certainty Advice Group starts with our objective to shift the access of valuable advice from minority to majority of Australians. To support our objective, in mid 2019, we obtained sign off from ACCC & IP Australia on Australia’s first Certification Mark (#1994805) for professional advice – Certainty Advice.
For nearly thirty years we’ve believed in and witnessed the value obtained by clients from the delivery of non-conflicted, flat fee, comprehensive financial advice. So, every day, we develop tools, communities, frameworks and advisory support materials so the majority of Australians gain access to valuable advice.
The focus of the Maslow Conversations free Webinars highlights one of our core frameworks – The Certainty Map.
Drop us a note if you’re seeking more information about The Maslow Conversations Sessions, we’ll get back to you asap
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