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BEP 406 – Financial English 4: Pitching a New Opportunity
Apr 14, 2024
The podcast discusses pitching new opportunities in financial services, maintaining strong client relationships, and setting up win-win situations. It explores alternative investments like hedge funds, clarifies misconceptions about fees, and addresses client concerns. Effective communication and understanding client needs are key themes throughout the episode.
22:47
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Quick takeaways
- Maintaining strong client relationships is crucial in financial services for ongoing transactions.
- Introducing new opportunities like hedge funds involves connecting with clients' desires and explaining complex fee structures.
Deep dives
Pitching New Opportunities in Financial Services
When working with financial services clients, it is essential to maintain strong relationships as these transactions are ongoing. Advisers need to understand clients' concerns and update them on their investments regularly. Introducing new opportunities, like hedge funds, involves connecting with clients' expressed desires, even if the investment may have high stakes and require explanations of complex fee structures.
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