The Outperformance Series (#4): Make the most of time with clients

STAND OUT

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.

MacPhail's first eight-minute video concerns how to give client presentations. What's it about? Well, when you give presentations, do you have what MacPhail calls a '101 moment'? In his presentation, he explains how this is one of the four key elements to delivering any good presentation. MacPhail reels off a string of numbers before successfully picking out those you are likely to have remembered. It is these numbers - and the subtle techniques used to ensure you remember them - that are the holy grail for concise and impacting presentations. Who is Alex MacPhail? Alex is a...

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

Can you teach an adviser soft skills?

Can you teach an adviser soft skills?

The challenge of stepping up for fresh talent

Justin Cash
clock 25 July 2024 • 4 min read

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