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Session Speakers
Session Description

Why Attend
Gain practical skills that will enable you to focus on the needs of new clients and engage in meaningful dialogue, even when conversations become emotionally charged.

Session Details
Engaging in sensitive conversations about wealth and life situations with new clients can be daunting for advisors. Many advisors focus on their firm’s capabilities and accomplishments, rather than the prospect’s needs and goals. Through role playing and exercises, practice the art of active listening, non-verbal communications, and mindfulness in a session that will help you:

  • Encourage meaningful conversation while also maintaining control of meetings
  • Enhance self-awareness and interpersonal skills to build effective relationships
  • Understand various skills in the discovery process and their use in financial planning
  • Deal with special situations such as grief and reluctance
  • Improve client acquisition and retention

Additional Information
CPE-1 hr
Snapshot Session
1h
Session Schedule