Target Audience:

Financial Professionals

Class Description:

This training session focuses on equipping financial professionals with the skills to discuss cognitive decline with their clients. Advisors will learn how to recognize signs of cognitive decline, handle client conversations with sensitivity and empathy, and take steps to protect clients’ financial, physical, and emotional well-being.

Class Objectives:

• Recognize early signs: Learn to identify early signs of cognitive decline in your clients
• Build trust: Learn how to create a safe and supportive environment for clients to share their concerns about cognitive decline
• Personalize client engagements: Ensure that clients feel understood as they navigate cognitive health challenges
• Be more confident: Raise your level of confidence when speaking with clients about cognitive decline
• Grow your business: Consolidate held-away assets, connect with the next gen, and drive organic revenue growth

Format:

Virtual class (Zoom), 90 minutes

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