{"id":7802,"date":"2010-09-16T09:30:16","date_gmt":"2010-09-15T22:30:16","guid":{"rendered":"https:\/\/riskinfo.com.au\/news\/?p=7802"},"modified":"2020-02-06T08:11:55","modified_gmt":"2020-02-05T21:11:55","slug":"fpa-helps-advisers-build-client-relationships","status":"publish","type":"post","link":"https:\/\/riskinfo.com.au\/news\/2010\/09\/16\/fpa-helps-advisers-build-client-relationships\/","title":{"rendered":"FPA Helps Advisers Build Client Relationships"},"content":{"rendered":"<p>The FPA has announced the release of an online program to help financial planners navigate the early trust building, engagement phase of their relationship with clients.<\/p>\n<p><!--more-->&#8220;The Rules of Client Engagement&#8221; program is designed to help advisers communicate and deliver a clear value proposition to new clients in a way that builds long lasting trust. \u00a0The FPA says the program demonstrates its ongoing commitment to supporting financial planners through the transition to fee for service.<\/p>\n<p><strong>Sue Viskovic<\/strong>, Managing Director of <a href=\"http:\/\/www.elixirconsulting.com.au\/\" target=\"_blank\" rel=\"noopener noreferrer\">Elixir Consulting<\/a> and FPA WA Chapter Chair, assisted with the development of the program:<\/p>\n<p>&#8220;This last decade has seen the financial planning industry swing away from sales to a strong compliance culture,&#8221; Ms Viskovic said, adding:<\/p>\n<p>&#8220;Unfortunately this shift has to come to the detriment of client communication and relationship skills that are necessary for great advice.&#8221;<\/p>\n<p>&#8220;This program explores the \u2018new world&#8217; of how to engage well with clients and how to enhance adviser skills to build a solid foundation of trust and respect,&#8221; she said.<\/p>\n<p>The Rules of Client Engagement is the latest seminar offered as part of the FPA&#8217;s CPD Live Online program. Participants can access the live seminar via a broadband connection and interact directly with the presenter throughout the session. The seminar takes approximately two hours to complete and participants will receive two FPA accredited CPD points.<\/p>\n<p><a href=\"http:\/\/www.cpdlive.com\/fpa\/seminars\/static\/display.html?Seminar__seminar_id=1\" target=\"_blank\" rel=\"noopener noreferrer\">Click here<\/a> to enrol or download a preview of The Rules of Client Engagement program.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The FPA has announced the release of an online program to help financial planners navigate the early trust building, engagement phase of their relationship with clients.<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[282,3,248],"tags":[],"class_list":["post-7802","post","type-post","status-publish","format-standard","category-associations","category-general","category-training"],"_links":{"self":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/7802","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/comments?post=7802"}],"version-history":[{"count":0,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/7802\/revisions"}],"wp:attachment":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media?parent=7802"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/categories?post=7802"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/tags?post=7802"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}