Turning a Skeptic into a Client: Overcoming Financial Adviser Resentment
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Turning a Skeptic into a Client: Overcoming Financial Adviser Resentment
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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?
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