The Outperformance Series (#3): How to write a client presentation

CLIENT HELP

clock

IFAonline.co.uk in association with Threadneedle Investments has put together a series of short videos by motivational speaker Alex MacPhail to help you make the most of your time with clients. This week: How to write and construct client presentations.

Did you see last week's video on how to present to clients? Who is Alex MacPhail? Alex is an expert in the psychology of behavioural change. He assists organisations whenever they desire a step change in commitment, aligning and motivating individuals behind their own, and the organisations', targets. Drawing on his experience as a sales director with direct responsibility for a team of 15 specialist sales personnel, his approach is highly practical and outcomes-focused. On an individual level, Alex provides speaker coaching to leaders and those tasked with communicating critica...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investing in the profession

Seccl offers free code training programme for advisers

Online course

Sophie King
clock 13 July 2021 • 1 min read

Simon Cogman-Hellier: Working together to close the 'advice talent gap'

Career support and development

Simon Cogman-Hellier
clock 12 May 2021 • 3 min read

Scottish Friendly CEO Jim Galbraith dies

30 years at the firm

Sophie King
clock 08 April 2021 • 2 min read