We have been made aware that there are external parties falsely claiming to carry out financial services on behalf of Goldman Sachs (including Goldman Sachs Asset Management International and Goldman Sachs International) in order to market fake investment products and to solicit monetary payments. These external parties may pose as Goldman Sachs through the use of fraudulent communications via email, instant messaging or phone, as well as through the use of fake brochures and other documents containing Goldman Sachs branding and logos.
The Financial Conduct Authority of UK has issued warnings about these fraudulent activities which can be found here and here.
It is important to know that any communication you receive from Goldman Sachs would only come from an @gs.com e-mail address and/or be found on the goldmansachs.com website. Further information regarding how you can protect yourself from fraudulent activity online and how you can contact us about this can be found on the Goldman Sachs Security page, available here.
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Though there is no magic formula for winning clients, we believe it is important for advisors to consider their approach. We break this complex topic into three segments: (1) Considering your own process, (2) understanding the client’s stage in the process, and (3) take appropriate actions based on the level of commitment.
The workshop presents a framework for advisors to consider as they build and/or strengthen their client commitment processes, seek to understand clients’ own implementation processes and develop communications strategies to address client concerns.
Participants in the “Gaining Client Commitment” workshop can self-assess their skills by answering key questions:
|1. How have you differentiated yourself or your firm?||2. How have you added value? Demonstrated confidence?|
|3. How have you established a need? Created urgency?||4. How have you uncovered & resolved a real objection?
|5. How have you built trust (a solid relationship)?||6. How have you asked for the business? What are the tangible next steps?|
For illustrative purposes only.
Workshop to help you build business and drive sustainable growth in advisor practices. Contact your GSAM representative for more information.