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Communicating to Connect

Session Speakers
Session Description

Why attend:
Gain insight into the challenges of communicating with clients today and learn strategies to help build stronger connections.

Session details:
Effective communication with clients has never been more important. In an interactive workshop that incorporates elements of applied improvisation and research from the MIT AgeLab, you’ll practice simple exercises adapted for financial professionals that impart immediately actionable communication skills, as well as learn which traits clients deem most important. In this session, explore:

  • The realities and risks of client communication today
  • How to create REAL (Rational, Emotional, Authentic, and Loyal) connections
  • How to better assess client perspective and leverage listening tools to help you maintain focus

 

For CPE Credit:
Learning Objectives:

  • The realities and risks of client communication today
  • How to create REAL (Rational, Emotional, Authentic, and Loyal) connections
  • How to better assess client perspective and leverage listening tools to help you maintain focus

Prerequisite: None
Program Knowledge Level: Overview
Delivery Method: Live
Field of Study: Communications and Marketing - Non Technical

Additional Information
CPE-1.5hrs, CIMA-1.5 hrs, CE-1.5 hrs
Education Session
1h 15m
Session Schedule