Presented by Mauro Renna from Aegon's Centre for Behavioural Research
In this illuminating session, we dissect the five key components that contribute to client trust. But we don't stop there. We also provide actionable strategies for how you can enhance trust across these vital five domains and step beyond the numbers and metrics to build even stronger client relationships.
Presented by Dr Thomas Mathar from Aegon's Centre for Behavioural Research
In this session, we reveal that advisers focused on holistic financial wellbeing, not just performance, are more likely to earn client referrals, achieve higher profit margins, and express optimism about their business future. Explore the skills you can adopt to become a Wellbeing Maximiser and how to apply them for increased success.