Nash elaborates that clients who have interacted with his online content tend to be more aligned with his financial guiding principles when they meet. This pre-engagement helps streamline the advisory process, allowing clients to connect with an advisor whose ideologies resonate with their own.
For Nash, the primary benefit is that educated clients come into consultations with a clearer understanding of financial concepts, which makes for a more efficient advisory process. By familiarising clients in advance, through the medium of social content, he identifies that this method not only saves time but also empowers clients to make quicker decisions and achieve results more swiftly.
This approach, however, necessitates addressing client goals deeply during consultations, ensuring that their wants and needs aren't merely echoes of online content but are genuinely aligned with their personal aspirations. Nash highlights the importance of delving into the 'why' behind client goals, particularly around property investments, which are commonly popular among his clients.
He advocates for understanding the driving forces behind such interests, whether they stem from investment, lifestyle, or familial motivations, and aligning the advice accordingly to help clients achieve their true objectives.
As financial advisory firms observe the evolving landscape, Nash’s approach signals a shift towards leveraging digital platforms for client relationship building, potentially setting a precedent for enhanced engagement in the industry.
