Target Audience:

Financial Professionals

Class Description:

This class provides financial professionals with the skills and confidence to discuss “sensitive” topics with their clients. Class participants learn how to initiate and sustain client discussions about health, wealth, and cognitive decline utilizing expert-informed conversation recommendations, starter scripts, and empathy.

Class Objectives:

• Build trust: Learn how to create a safe and supportive environment for clients to discuss “difficult” topics
• Enhance relationships: Build loyalty by showing your clients that you understand their needs and concerns
• Be more confident: Raise your level of comfort and confidence when speaking with clients about topics at the intersection of health, wealth, and cognitive decline
• Grow your business: Consolidate held-away assets, connect with the next gen, and drive organic revenue growth by creating a more personalize and intimate client experience

Format:

In-person, half day

You will be asked to schedule a time for your class after entering payment information.

Travel costs will be invoiced separately and are in addition to the class fees.