In the IFA sector, there are in excess of 15,000 individuals and firms competing for clients’ attention. Finding a way to stand out is essential and first impressions really do count. For your business to succeed, it’s not enough to rely solely on your products and services. Your ability to build trust from the outset is key.

Soft skills training for finance professionals

Developing a strong brand and bringing it alive through behaviour is crucial in moving from being a service provider into trusted partner. Hopefully you already have:

  • Clear positioning that concisely articulates your product or service, 
  • A brand identity built on client-focused visual and verbal language 
  • A client experience strategy that enables your clients to succeed and makes them feel valued 

But what happens when you, or your team, are in front of a client? How are you building trust? And how is it changing now you’re doing it through a screen – be it Microsoft Teams, Zoom or Skype?

With experience of working with IFAs, accountants and pension specialists, you’re in the right place if you want to align your behaviours with your brand, build trust and create long lasting, profitable relationships.

Finance case studies

Making IFAs and Accountants more Memorable Challenge Standing out in a crowd can be difficult. Especially if you’re an IFA, accountant or both.  Attending

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Resulting from a client service survey, this Financial planning firm adds £25k to bottom line and takes on new member of staff within a year.

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