Overview

Are you struggling to convey the value of your financial advice to potential clients?

This report is based on our 2024 Advisable Australian research and uses the latest advancements in behavioural science to help you gain a deeper understanding of how prospective clients form judgments and make decisions regarding financial advice. Learn how to close the “value gap” by altering perceptions, turning those new and positive beliefs into action, and converting prospects into clients.

Understand what ‘value for money’ means for prospective clients:

• Discover the main barriers that prevent prospects from engaging with financial advice.
• Use Netwealth’s Value for Money Model, which is a behavioural science model, to understand their key drivers of value.
• Access over 40 marketing strategies designed to help you alter perceptions and to bridge the “value gap” converting more prospects into clients.
• Learn about the power of language and how to use it to shift value perceptions.

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