XY+ Workshop: Using visual models to articulate the value of advice with Simon Bowen
XY+ Workshop: Using visual models to articulate the value of advice with Simon Bowen
In this episode, we have Simon Bowen, a global expert in drawing visual models to demonstrate how an adviser can articulate their value to prospects in 15 minutes.Any written summary isn’t going to do this workshop any justice, so we highly recommend you take the 45 minutes to watch this replay. We’ll attempt to sum up this awesome session below…A key takeaway is you don’t have to attach your value to a client’s specific needs (i.e. cash flow, super, insurance requirements) or even their goals and aspirations. Instead, you have to show them you are the person who is going to guide them to safety.
Check out Simon Bowen’s LinkedIn
Models Method website
The Future Model – The Visual Model Every Financial Advisor Should Know About with Simon Bowen
More videos and content from Simon Bowen
07/04/2022 ago
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Category:
Marketing
In this episode, we have Simon Bowen, a global expert in drawing visual models to demonstrate how an adviser can articulate their value to prospects in 15 minutes.Any written summary isn’t going to do this workshop any justice, so we highly recommend you take the 45 minutes to watch this replay. We’ll attempt to sum up this awesome session below…A key takeaway is you don’t have to attach your value to a client’s specific needs (i.e. cash flow, super, insurance requirements) or even their goals and aspirations. Instead, you have to show them you are the person who is going to guide them to safety.
Check out Simon Bowen’s LinkedIn
Models Method website
The Future Model – The Visual Model Every Financial Advisor Should Know About with Simon Bowen
More videos and content from Simon Bowen