X
  • About
  • Advertise
  • Contact
Get the latest news! Subscribe to the ifa bulletin
  • News
  • Opinion
  • Podcast
  • Risk
  • Events
  • Video
  • Promoted Content
  • Webcasts
No Results
View All Results
  • News
  • Opinion
  • Podcast
  • Risk
  • Events
  • Video
  • Promoted Content
  • Webcasts
No Results
View All Results
No Results
View All Results
Home Podcast

Mapping the emotional journey: How advisers can build trust with clients

In the latest episode of The ifa Show, Dr Ben Neilson, adjunct professor at Central Queensland University and adviser at Complete Wealth, and Shelly Lobartolo, client service officer at Complete Wealth, join host Keith Ford to break down their research on the stages of client emotions during the advice process.

by ifa Team
November 12, 2025
in Podcast
Reading Time: 1 min read
Share on FacebookShare on Twitter

Their research centred on how understanding and mapping client emotions at each stage – from discovery and strategy development to implementation and review – not only improves decision quality and trust but also enhances the client experience and reduces the need for follow-up.

Tune in to hear:

X
  • How advisers can practically implement the findings to foster greater levels of trust with clients.
  • Why it’s important to address emotions proactively with feedback, empathetic questioning, and clear communication.
  • The value for advisers with high emotional intelligence and how they can build greater trust and achieve stronger, more durable client relationships.

Related Posts

Image: Vanguard

Efficiency, compliance and construction: How advisers are rebuilding their investment process

by ifa Team
December 3, 2025
0

With advisers under pressure to deliver tailored portfolios while preserving efficiency, Cho explains why scalable, rules-based investment solutions – particularly...

Image: Direct Wealth

Why AI adoption in advice is rising – and what’s still holding advisers back

by ifa Team
November 27, 2025
0

Downey explains why this hesitation exists, why it’s rational – particularly when it comes to security concerns – and how...

Reimagining financial advice: Breaking down the Actuaries Institute’s HGA framework

by ifa Team
November 5, 2025
0

In the latest episode of The ifa Show, Andrew Gale and Stephen Huppert from the Actuaries Institute’s Help, Guidance and...

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

VIEW ALL
Promoted Content

Mortgage-backed securities offering the home advantage

Domestic credit spreads have tightened markedly since US Liberation Day on 2 April, buoyed by US trade deal announcements between...

by VanEck
December 3, 2025
Promoted Content

Private Credit in Transition: Governance, Growth, and the Road Ahead

Private credit is reshaping commercial real estate finance. Success now depends on collaboration, discipline, and strong governance across the market.

by Zagga
October 29, 2025
Promoted Content

Boring can be brilliant: why steady investing builds lasting wealth

Excitement sells stories, not stability. For long-term wealth, consistency and compounding matter most — proving that sometimes boring is the...

by Zagga
September 30, 2025
Promoted Content

Helping clients build wealth? Boring often works best.

Excitement drives headlines, but steady returns build wealth. Real estate private credit delivers predictable performance, even through volatility.

by Zagga
September 26, 2025

Join our newsletter

View our privacy policy, collection notice and terms and conditions to understand how we use your personal information.

Poll

This poll has closed

Do you have clients that would be impacted by the proposed Division 296 $3 million super tax?
Vote
www.ifa.com.au is a digital platform that offers daily online news, analysis, reports, and business strategy content that is specifically designed to address the issues and industry developments that are most relevant to the evolving financial planning industry in Australia. The platform is dedicated to serving advisers and is created with their needs and interests as the primary focus.

Subscribe to our newsletter

View our privacy policy, collection notice and terms and conditions to understand how we use your personal information.

About IFA

  • About
  • Advertise
  • Contact
  • Terms & Conditions
  • Privacy Collection Notice
  • Privacy Policy

Popular Topics

  • News
  • Risk
  • Opinion
  • Podcast
  • Promoted Content
  • Video
  • Profiles
  • Events

© 2025 All Rights Reserved. All content published on this site is the property of Prime Creative Media. Unauthorised reproduction is prohibited

No Results
View All Results
NEWSLETTER
  • News
  • Opinion
  • Podcast
  • Risk
  • Events
  • Video
  • Promoted Content
  • Webcasts
  • About
  • Advertise
  • Contact Us

© 2025 All Rights Reserved. All content published on this site is the property of Prime Creative Media. Unauthorised reproduction is prohibited