Providing value with successful client engagement

Initially delivered as a webinar designed for the next generation of advisers, this presentation by Praemium's Martin Morris discusses how advisers can determine what clients truly value, taking into account some lessons from the past. Topics include looking at your value proposition, how to build a framework around advice costs and pricing methodologies and finally at emerging themes for advisers to consider. During this presentation we also address in part the key considerations when selecting technology partners to help you deliver your client engagement promise.

Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website.

We recommend that individuals seek professional financial advice before taking action.