You've done everything right. The strategy is solid, the client nodded along, and you left the meeting feeling good about where things were headed.
Weeks later, nothing has moved.
This isn't about your advice. It isn't about your relationship. And it isn't the client being difficult or disengaged.
It's what's happening in their brain.
When a client is sitting with fear, overwhelm, grief, or regret, their logical brain is not fully in the driver's seat. More information won't change that. Another meeting won't change that. More detailed modelling definitely won't change that. In fact, adding complexity often makes it worse.
This is the implementation gap. The space between a client understanding and agreeing with your advice, and actually acting on it.
Closing that gap is a skill. And this course teaches you how.
Over 6.0 hours of structured learning, you'll build a practical toolkit for the conversations that matter most:
Nine modules of face-to-camera video, case studies, and practical tools. Immediately applicable to your next client conversation.
Financial advisers who want to be more effective in the room. Not just technically excellent, but genuinely able to move a client conversation forward when it matters most.
$397 inc GST 12 months access from date of enrolment. All downloadable resources are yours to keep.
This activity meets the guidelines for qualifying CPD, and has been accredited for continuing professional development by the Financial Advice Association Australia but does not constitute FAAA's endorsement of the activity. Accreditation number 35829 for 6.0 hour(s).
Category: Client Care and Practice Knowledge area: Client Engagement Level: Intermediate Approval valid until: 5 June 2027
For registered tax agents: 1 hour of CPD equates to 1 hour of CPE, subject to the CPE being relevant to the tax agent services you provide.
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We are here to help develop workplace culture through innovative and cutting-edge EQ training programs.