"A conversation that provides real human connection and understanding also provides a great way of differentiating your service and building loyalty and trust."
This provides a potentially rich source of business for you and an opportunity to make a real difference to people’s lives.
National Conversation Week takes place this month, from 18th to 24th March, providing you with a great opportunity to break the ice with new clients and talk to them about their circumstances.
The themed week is intended to promote all forms of dialogue, but it does have a particular focus on conversations about finances, encouraging people to be more open to discussing ways to improve their financial health, and this is a great excuse for advisers to introduce the idea and opportunities of financial advice with a simple conversation.
By asking the right questions and taking the time to listen, a conversation can give you all of the tools you need to find out about someone’s circumstances, their plans and aspirations, the financial products they have in place, and the ones they may consider taking in the future.
In a world where the threat of robo-advice looms in the near distance, a conversation that provides real human connection and understanding also provides a great way of differentiating your service and building loyalty and trust.
So, this National Conversation Week, take the opportunity to strike up conversations with potential new clients. There’s a good chance they may have never considered talking to a mortgage adviser or considered the many options and benefits that you can provide. It could just be the key to unlocking mortgage prisoners who have written off their own hopes of accessing the market.
