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Jacquelyn Mann

Jacquelyn Mann results

The value in talking to your clients about values: Invesco

When Invesco Global Consulting asked advice clients if they were having ESG conversations with their advisers, three specific investor groups stood out.

Jacquelyn Mann | 12th Oct 2023 | More
8 things clients want advisers to know about them

Clients want advisers to ask them questions. They want advisers to know more about them, and research from Invesco Global Consulting can shed some light on the specific things they want to know about.

Jacquelyn Mann | 24th Nov 2022 | More
Winning over the next generation

The next generation are not automatically inclined to turn to their parents’ financial adviser, according to research from Invesco. Using the “power of curiosity” can aid retention, however.

Jacquelyn Mann | 13th Oct 2022 | More
Using stories to help clients understand investment concepts

Simple techniques like analogies and metaphors can help you connect with clients, but ‘storyselling’ needs to be simple and relatable.

Jacquelyn Mann | 12th Sep 2022 | More
The right words at the right time – reacting to client concerns

In unpredictable markets, emotions can run high, and good intentions mingled with bad communication can potentially damage adviser-client relationships.

Jacquelyn Mann | 4th Aug 2022 | More
  • Not all referrals are created equal

    Many studies have shown that the number one-way financial advisers find new clients is by getting referrals from their existing clients, this is true in many other industries as well – it is an age-old way to grow your business.

    Jacquelyn Mann | 30th Jun 2022 | More
    Renew your client review

    During a recent presentation of Invesco Global Consulting’s program, Priceless, I asked a room full of advisers how many of them had changed the way they do their annual client review meetings in the last 5 years (COVID19 changes aside). 

    Jacquelyn Mann | 2nd Jun 2022 | More
    Communicate – before it’s too late

    Do you know the name of your number 1 client?  I am sure you do.  What about the name of your number 20 client? Or your number 43 client?  

    Jacquelyn Mann | 5th May 2022 | More
    Tapping into the power of female clients

    As an adviser, you want your clients to be educated on the importance of financial advice.  Research has shown that a one-size-fits-all approach to communication isn’t the most effective tactic and while it’s near impossible to customise messages person to person, it turns out that it’s quite easy to customise them by one big factor…

    Jacquelyn Mann | 7th Apr 2022 | More
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