The Psychology of the Advice Process – Why Deep Connections with Clients Matter

In the two final video presentations of this series, Zurich’s Andy Marshall rounds out his four-part discussion on the psychology of the advice process.

In the third video, Andy turns his attention to discussing ‘What your client is thinking’, where he talks about the mental and psychological processes that are being experienced by a client as they progress through the various stages of financial planning advice.

In the final video, Andy talks to you about the experiences of leading advice practices, who have built and then refined their processes to maximise positive client experiences, while at the same time, making those processes repeatable, sustainable and measurable…

What your client
is thinking

Building processes to maximise positive client experiences

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