Video: Paul Armson on Delivering A Compelling Client Proposition

 

Earlier this week, I connected with Paul Armson of InspiringAdviserOnline for the lastest AdviserHangout session.  Sharing his own inspiring story of how he got into financial services and built a successful business around delivering Lifestyle Financial Planning, Paul offered many practical ideas and insights into to why and how advisers can deliver compelling propositions that clients would love!

Paul talked passionately about how ‘the industry’ works hard to give advisers ‘yet another product’ to talk about and takes advisers focus away from the most important part of their business – the clients!

Enjoy

 

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You can download Paul’s free eBook: The Financial Advisor’s Survival Guide: How to Succeed and Prosper in a ‘Fee Only’ World and  join his online community here.

 

 

 

 

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.

He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

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