Podcast 006: Paul Armson on Delivering A Compelling Client Proposition

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In this session of the podcast, Abraham speaks to Paul Armson of InspiringAdvisers and the author of The Financial Advisor’s Survival Guide: How to Succeed and Prosper in a ‘Fee Only’ World. He is also credited for creating the  Truth version of the Prestwood software.

Semi-retired at 45, these days when he’s not sailing his yacht Spellbound around the world, Paul is training and coaching advisers on how to deliver a compelling financial planning proposition to clients.

In this session, Paul shared his inspiring story about what led to transition his own advisory business into a highly profitable Lifestyle Financial Planning model as early as the Nineties.

What are the key ingredients of a proposition that resonate with clients?  How do you articulate this and get clients writing the cheque?

Abraham Okusanya

Director

Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

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