In person event: How the language we use influences client behaviour (Includes lunch and networking)

Trafford Rugby Club
Thursday, 28 September 2023
12:00 pm – 2:00 pm (UK time)
    • Carla Brown, Managing Director and Chartered Financial Planner, Oakmere Wealth Management

The language we use with our clients can create deeper, more meaningful relationships with them and connect on an emotional level. This in turn leads to more loyal clients who will become your sales team and ultimately generate more referrals.

People don’t buy what you 'do', they buy your 'why'. They buy into what you believe. They buy into your intentions; how you do things differently and the value you are giving them. They trust you. They buy into your integrity, credibility and reliability. But if clients don’t understand your 'why' then they won’t buy into your services.

The big question is how do you find your 'why'? How do you find that laser-like focus, that clear mission or that compelling goal? Having that clear sense of purpose will light your torch and you won’t be able to stop it shining through in everything you do.

Finding your 'why' will allow you to set those ambitious goals that will excite you and will give you courage to take risks. It will challenge you; it will inspire you and it will keep you motivated.

In this dynamic session, attendees will discover ways to find your 'why', why this is so important, and how you can communicate this effectively to clients using the right language and make us more relatable and attract the right fit clients. This session also includes the opportunity to network with other members as as a complimentary lunch.

Carla Brown, FPFS, Managing Director and Chartered Financial Planner at Oakmere Wealth Management will be leading the session.

Carla has worked in financial services for over 24 years and is a Chartered Financial Planner and a Fellow of the Personal Finance Society.

She is passionate about financial planning and financial education and recently joined the board of the PFS as a Member Director.

Learning objectives

  • Understanding your own 'why'
  • Communicating this effectively to clients
  • Understanding how the language you use can connect with clients on a deeper emotional level and inspire them to take actions
  • Trafford Rugby Club
  • Finny Bank Road
  • Sale
  • M33 6LR
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

2 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at