Knowing your client (KYC) is a regulatory requirement. Collecting personal information, conducting a thorough needs analysis, and understanding a client’s financial circumstances form the foundation of sound financial advice.
But what if that’s only the beginning?
If the true purpose of financial advice is not only to improve financial outcomes but also to enhance a client’s overall financial wellbeing, advisors need to develop a deeper understanding of the person behind the portfolio.
Join us as we explore how financial advisors can expand and integrate their discovery process to better understand the values, motivations, aspirations, and life circumstances that shape their clients’ financial decision-making. Discover what information matters most, how to uncover it through meaningful conversations, and how an integrated discovery process can strengthen trust, improve the relevance and suitability of your advice, encourage positive financial behaviours, and ultimately enhance your clients’ financial wellbeing.
Join us on 26 August for the sixth webinar in Amity’s 10-part series, The Human-Centred Financial Advisor. In this session, A Coaching Approach to Client Discovery, you’ll discover how adopting a more human-centred approach to client discovery can transform the way you advise clients, deepen relationships, and create more meaningful and lasting outcomes.
Don’t miss this opportunity to elevate your client discovery conversations, enrich the advice experience, and deliver greater value as a trusted financial advisor.