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Turning a Skeptic into a Client: Overcoming Financial Adviser Resentment

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Manage episode 485914968 series 2503255
Content provided by Francois du Toit. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Francois du Toit or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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In this episode of PROpulsion LIVE, we talk about one of the hardest — and most human — challenges in financial planning: earning the trust of a client who’s had a bad experience with a previous adviser.
From scepticism and defensiveness to outright frustration, you’ll often sit across from people carrying baggage you didn’t pack. But how you respond can turn resentment into respect — and build a powerful new relationship.
Join us as we explore why clients become resentful, how to recognise it, and what you can do to show them they’re in better hands now.
Also featured in this episode:
📰 Current Affairs by the FPI
🎯 The Digital Savvy Adviser with Rizanne Oosthuisen-Botha
🔥 Bulletproof Your Business with David Kop
📣 Quick Announcements
📌 Featured topic with Francois du Toit
Leave a comment with your experience — how have you handled situations like this?
Subscribe for more weekly insights that elevate your planning practice.
––––––––––––––––––––––––––––––––––––––
🎟️GLOBAL FINANCIAL PLANNING CONFERENCE:
Book your ticket now — limited in-person seats and virtual available:
https://www.propulsion.co.za/global-f.. (https://www.youtube.com/redirect?even...) .
📊 Take the Professional Practice 10.0 Scorecard
See how your business scores:
🎯 https://www.propulsion.co.za/scoreyt (https://www.youtube.com/redirect?even...)
📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia.. (https://www.youtube.com/redirect?even...) .
• Digital Copy on Amazon:

  continue reading

143 episodes

Artwork
iconShare
 
Manage episode 485914968 series 2503255
Content provided by Francois du Toit. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Francois du Toit or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

In this episode of PROpulsion LIVE, we talk about one of the hardest — and most human — challenges in financial planning: earning the trust of a client who’s had a bad experience with a previous adviser.
From scepticism and defensiveness to outright frustration, you’ll often sit across from people carrying baggage you didn’t pack. But how you respond can turn resentment into respect — and build a powerful new relationship.
Join us as we explore why clients become resentful, how to recognise it, and what you can do to show them they’re in better hands now.
Also featured in this episode:
📰 Current Affairs by the FPI
🎯 The Digital Savvy Adviser with Rizanne Oosthuisen-Botha
🔥 Bulletproof Your Business with David Kop
📣 Quick Announcements
📌 Featured topic with Francois du Toit
Leave a comment with your experience — how have you handled situations like this?
Subscribe for more weekly insights that elevate your planning practice.
––––––––––––––––––––––––––––––––––––––
🎟️GLOBAL FINANCIAL PLANNING CONFERENCE:
Book your ticket now — limited in-person seats and virtual available:
https://www.propulsion.co.za/global-f.. (https://www.youtube.com/redirect?even...) .
📊 Take the Professional Practice 10.0 Scorecard
See how your business scores:
🎯 https://www.propulsion.co.za/scoreyt (https://www.youtube.com/redirect?even...)
📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia.. (https://www.youtube.com/redirect?even...) .
• Digital Copy on Amazon:

  continue reading

143 episodes

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