Keys to Client Engagement – from Interest to Commitment (1 of 4)


As financial planners and accountants move from transactional to advisory services, there’s a clear need to change the way they engage with clients. A proactive approach to understanding client needs, then creating the link between a value gap and advisory solution is necessary to really engage clients. This webinar looks at the key factors influencing client engagement.

This 4 part series ‘Getting Clients Across the Line’ explores that steps that both financial planners and accountants can take, either separately or collaboratively, to get clients across the line with ongoing advisory services;

Keys to Client Engagement – from Interest to Commitment (1 of 4) 
Service and Pricing Strategies to get clients across the line (2 of 4) 
The Transition from Competition to Collaboration (3 of 4) 
Taking Control of Advisory Service Delivery and Outcomes (4 of 4)

The sessions can be purchased separately or together as a 4 part online program.

If you purchase all 4 sessions in the one transaction, you will receive a 20% discount off the total. Just use the promo code GET20 at the checkout. But hurry this offer is only valid until 26 October 2017 (cannot be used in conjunction with any other offer).

Webinar Learning Outcomes:
1. Explore client financial needs at an emotional and analytical level.
2. Understand the value of rich discovery conversations in driving engagement at an advisory level.
3. Implement key steps from rapport to engagement in client interviews.

Suited to:
Accountants and Financial Advisors in public practice, from 3 years’ experience, with client relationship responsibility.

Presenter Bio:
Dale Crosby is a Senior Consultant and Adviser for High Tech Soft Touch Pty Ltd. Dale has worked closely with accounting and advisory firms for the past 14 years. He has a specific interest in client communication and integration of compliance and advisory services within accounting firms. Dale has presented over 200 online sessions to accounting firms over the past 4 years.

You will be provided with:
• PowerPoint presentation slide deck
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter

Get clients across the line for financial advisory services

  • Webinar Recording
    • PD hours: 1
    Stream this recording multiple times at your convenience.
    • $180.00 incl. GST

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Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.


Like the topic but can’t make the time? Register for the Live Session and you’ll receive the Recording regardless! You can watch it as many times as you like for up to 6 months. You will also receive Supporting Documentation.