Many advisory client relationships face severe headwinds due to factors such as the client's previous experience with advisors, attitude toward change, and openness to new ideas. By understanding these factors up front, advisors can tailor their approach to better align with their clients' needs, ensuring more productive and successful engagements.
This EvaluSys event, "Pre-Engagement Due Diligence: 8 Factors That Undermine Engagement Success", features Dr. Larry Gard, Ph.D. Psychology, and designer of the EvaluSys Engagement Readiness Assessment™, a powerful pre-engagement due diligence tool examining eight key factors that influence client behavior.
A recording of this event is available on the EvaluSys YouTube Channel (click to visit).
What you will learn:
- How to identify key factors influencing client behavior.
- Techniques to manage client expectations and harness client qualities.
- Strategies to improve advisory relationships and client success.
Watch the discussion between EvaluSys CEO Tom Bixby and Dr. Larry Gard to learn how this unique tool can transform your advisory practice and lead to more effective and rewarding client relationships.