- Presentations
- Practice Management
National Conference 2025
The concepts of “value perceptions” and “value for money” often lack clarity, making them challenging to translate into meaningful action. Simply acknowledging that a service offers good value rarely compels clients to act—much like the intention to exercise that often falls short of commitment. This hesitation is a common barrier in financial services, where potential clients may see the benefits but fail to take the next step.
Genevieve reveals cutting-edge behavioural science insights on “value for money,” drawing on Netwealth’s latest research into Australian investors. She provides expert guidance to help you drive meaningful results for your professional services business and leave you with a practical, evidence-based roadmap to reshape client perceptions, address hesitation, and convert prospects into loyal clients.
By watching this session, you will be able to:
- Understand key concepts of “value perceptions” and “value for money” and learn how to apply them effectively to drive client action in the financial services sector.
- Gain actionable insights from behavioural science and Netwealth’s research, into Australian investors, to understand the factors that influence client decision-making.
- Develop practical strategies to reshape client perceptions and implement evidence-based techniques to increase client acquisition and loyalty for your business.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association