---
title: Positive client relations key to solid financial wellbeing
description: Clients are deciding the value of their financial planner from their ability to understand to their needs and circumstances and willingness
image: https://blog.centrepointalliance.com.au/hubfs/Person%208.jpg
---

[![centrepointalliance](https://blog.centrepointalliance.com.au/hubfs/CentrepointAlliance-Feb2017/Image/logo.png "centrepointalliance")](https://www.centrepointalliance.com.au/)

# Positive client relations key to solid financial wellbeing

[Community](https://blog.centrepointalliance.com.au/blog/topic/community)

###### SHARE ON LINKEDIN

###### April 28, 2017

[![](https://blog.centrepointalliance.com.au/hubfs/Person%208.jpg) ](https://blog.centrepointalliance.com.au/blog/positive-client-relations-key-to-solid-financial-wellbeing)

In a presentation at the Adviser Ratings’ FinForward conference, Centrepoint Alliance managing director, John de Zwart, said the professionalism and advice provided by planners were not the strongest factors which attracted them to clients.

Cick [here](http://www.moneymanagement.com.au/news/financial-planning/positive-client-relations-key-solid-financial-wellbeing) to read more on the Money Management Article. 

[JOIN OUR COMMUNITY](https://www.centrepointalliance.com.au/contact-us/join-us/)

## Financial Advice

- [Financial Advice](https://www.centrepointalliance.com.au/financial-advice/)
- [Technology ](https://www.centrepointalliance.com.au/financial-advice/technology/)
- [Professional development](https://www.centrepointalliance.com.au/financial-advice/professional-development/)
- [Compliance and professional standards](https://www.centrepointalliance.com.au/financial-advice/compliance-and-professional-standards/)
- [Business support](https://www.centrepointalliance.com.au/financial-advice/business-support/)

## Viewpoints

- [A minute on me - Luke Kidd, Aegis Financial Planning](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-luke-kidd-aegis-financial-planning)

- [Centrepoint Alliance welcomes Peter Truong](https://blog.centrepointalliance.com.au/blog/centrepoint-alliance-welcomes-peter-truong)

- [A minute on me - Jeff Thurecht, Evalesco Financial Services](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-jeff-thurecht-evalesco-financial-services)

- [A minute on me - Adrian Chaudhary, VJC](https://blog.centrepointalliance.com.au/blog/minute-on-me-adrian-chaudhary-vjc)

- [Giving financial advice a second chance - Felicity and Alan’s story](https://blog.centrepointalliance.com.au/blog/financial-advice-chance)

### Viewpoints

![A minute on me - Luke Kidd, Aegis Financial Planning](https://blog.centrepointalliance.com.au/hubfs/2020/Images/Newsletter%20images/A%20Minute%20on%20Me%20-%20Luke%20Kidd%20Viewpoints%20Banner%20(2040%20x%20580).png)

[A minute on me - Luke Kidd, Aegis Financial Planning](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-luke-kidd-aegis-financial-planning)

[Read More](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-luke-kidd-aegis-financial-planning)

![Centrepoint Alliance welcomes Peter Truong](https://blog.centrepointalliance.com.au/hubfs/2019/Images/Viewpoints%20Blog%20Images/Welcome.jpg)

[Centrepoint Alliance welcomes Peter Truong](https://blog.centrepointalliance.com.au/blog/centrepoint-alliance-welcomes-peter-truong)

[Read More](https://blog.centrepointalliance.com.au/blog/centrepoint-alliance-welcomes-peter-truong)

![A minute on me - Jeff Thurecht, Evalesco Financial Services](https://blog.centrepointalliance.com.au/hubfs/A%20minute%20on%20me%20-%20Jeff%20Thurect.png)

[A minute on me - Jeff Thurecht, Evalesco Financial Services](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-jeff-thurecht-evalesco-financial-services)

[Read More](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-jeff-thurecht-evalesco-financial-services)

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