As an adviser, you are selling your expertise by explaining how you can help clients generate wealth over the long term, the solutions you can provide, how it will work. You are an educator, a coach, a motivator. People are entrusting their money to you and trust is the basis of your relationships with clients. How do you pull all this together and be confident in knowing how to communicate your value, offer and price?
Professional standards CPD: 0.67 Professionalism and ethics
ASIC RG146 CPD: 0.67 Specialist knowledge - Financial planning