Many advisors struggle to connect quickly with clients and prospects. That’s because there are a variety of things that can get in the way. This engaging, interactive workshop will help you understand these obstacles and how to overcome them. You’ll enjoy practicing four ways to sharpen communication and better connect with others today
In today’s world of financial services, being able to connect with clients and prospects has never been more important. The goal of this workshop is to help advisors better understand the opportunities and challenges of communicating with clients today, as well as to share strategies to help them better connect. The focus is on creating stronger connections, which lessen the chance of miscommunication – something perilous to the financial planning process.