Listen "Difficult Conversations"
Episode Synopsis
In this training module turned podcast, I'd like to take you into some of the challenging conversations that arise when you're advising others, including:
Conversations about fees
Conversations about value
Retention discussions
"Red carpet" exits
Conversations with "high touch" clients
I'd like to share with you some of the best approaches, templates, scripts, and proven methods for not just managing these conversations, but also turning them into a positive experience for yourself and in many cases for clients
To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/
To know more about what I do, visit our website: https://audere.com.au
Follow me on:
LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/
Twitter: https://twitter.com/stew_bell
Instagram: https://www.instagram.com/stew_bell/
Listen to The Finnovator Podcast on
iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719
Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0
#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice
Conversations about fees
Conversations about value
Retention discussions
"Red carpet" exits
Conversations with "high touch" clients
I'd like to share with you some of the best approaches, templates, scripts, and proven methods for not just managing these conversations, but also turning them into a positive experience for yourself and in many cases for clients
To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/
To know more about what I do, visit our website: https://audere.com.au
Follow me on:
LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/
Twitter: https://twitter.com/stew_bell
Instagram: https://www.instagram.com/stew_bell/
Listen to The Finnovator Podcast on
iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719
Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0
#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice
More episodes of the podcast THE FINNOVATOR
Success by Design with Scott Aggett
18/07/2025
Network Mastery
19/07/2024
Roleplay Mastery
12/07/2024
Musk Method
05/07/2024
Marketing Metrics 2023
16/05/2024
Masterclass with Ilana Wechsler
09/05/2024
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.