Target Audience:

Financial Professionals

Class Description:

This class provides financial professionals with the skills and confidence to discuss health-related topics with their clients. Advisors learn how to initiate and sustain successful client discussions about health 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 share their health concerns
• Enhance relationships: Build loyalty by addressing one of your client’s greatest financial fears
• Be more confident: Raise your level of comfort and confidence when speaking with clients about their health
• Act in your client’s best interest: Meet your responsibilities for protecting your client from all financial risks, including those caused by health events and costs
• 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.