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Creating your ideal client community

October 17 @ 11:00 am - 12:00 pm NZDT

Creating your ideal client community

Ideal clients. It’s an industry buzz word. But does it really mean anything? For many independent advisers, an ideal client is one that would happily use their services. However, as firms’ transition to the enterprise level, one of the key changes they undertake is to focus on the particular clients they want to serve. Using multiple examples, including that of his own firm Consilium, Ben shows how to identify ‘your people’ and how to create a buzzing community of clients that actively advocate for you.

Ben shares how to identify your community’s ‘secret’ and how to organise experiences that show your group how much you really understand them. Lastly, Ben will give you the means to gather the information you need to know about your community and market that information with an insider in order to gain better access to the clients you want to serve.

About the Presenter

Ben has worked in the wealth management industry for eleven years and is Head of Partner Services at Consilium.  Prior to moving to New Zealand, Ben was Chief Operating Officer at Index Fund Advisors, an advisory firm with $3.6 billion of funds under advice.  His career has also seen him undertake the role of senior economic consultant, and economic manager for the Qatar Economic Free Zones.   Ben’s main role is to facilitate growth and improve efficiency in Consilium partner firms, and help them achieve their strategic initiatives.  He is also a member of the Consilium investment committee.  Ben has authored many whitepapers, dozens of articles and been a frequent speaker and industry events throughout New Zealand. Ben is an Accredited Investment Fiduciary (AIF) and has a BA in History and Economics from University of California.

 

CPD one structured hour – Practice Management

Cost $39 Incl GST

RSVP – 15th October 19

To register please complete form below.

Details

Date:
October 17
Time:
11:00 am - 12:00 pm
Event Categories:
,

Organiser

Financial Advice New Zealand
Phone:
04 499 8062
Email:
info@financialadvice.nz
Website:
https://financialadvice.nz/

Venue

Online
Link to watch/listen will be sent to registrants on the day before the event New Zealand + Google Map