Many advisers could double the number of prospects who become clients by making the right first impression.

This webinar, exclusive to The Openwork Partnership members, reveals how. It will share insights from over 250,000 prospect and client reviews on VouchedFor to reveal the adviser behaviours that consistently convert potential clients into actual clients.

What will you learn?

• Industry trends. How people are engaging with advice in 2022.
• What good looks like based on cross-industry conversion rates.
• How discussing goals in the right way can transform conversion.
• How to talk about fees to build trust and commitment.
• The 3 most common mistakes that advisers make with prospects.
• The follow-up. The must-do after every initial meeting.

Who should attend?

• Advice firm MDs/CEOs
• Mortgage advisers/Financial advisers/Financial planners
• Marketing/Business development managers
• Operations managers
• Practice managers

This punchy, 30 minute webinar will leave you with actionable ideas to transform client conversion. Cross-industry insights will be shared by Alex Whitson, Managing Director of VouchedFor, who will be joined by Daniel Karim, a Financial Adviser at One Financial Solutions (part of Openwork) who has some of the highest prospect conversion rates in the industry. Secure your place today.

Secure Your Place