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.
How to write a client presentation
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 critical organisational messages.
More videos coming soon...
The chairman looks to inject some emotion into investing
To become Creation Portfolios
Charles Stanley pension business
A total of four acquisitions in 2017
GDP at 0.3% for Q1 2017