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What’s Your Story? Communicating Your Vision to Clients

Session Speakers
Session Description

Why Attend
Learn how to craft a compelling story about how you approach investing, think about money, and help your clients succeed.

Session Details
The world’s most prominent leaders and investors have one trait in common: They know how to communicate ideas and create compelling narratives. A leading journalist who has profiled some of the biggest names in business will show you how you can shape your story, become an indispensable resource and valuable thought leader for your clients, and set yourself apart from competitors. Find out how to:

  • Communicate effectively about how you help clients achieve their goals.
  • Identify important ideas and themes, integrate them into a story, and promote them to clients and the industry.
  • Use a personal narrative to distinguish yourself from the competition.

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