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Description
As financial professionals, we are trained to lead with numbers. We are quite comfortable talking returns, allocations, risk-profiles and financial models, and then we quickly jump to sharing our wisdom and recommendations. But clients are making decisions driven by emotion, uncertainty, and real life. In this dynamic and thought-provoking webcast, two experts will challenge advisors to evolve from portfolio managers to full-spectrum wealth advisors—capable of guiding clients through both financial strategy and personal transformation.
Learning Objectives
Attendees will gain insight into specific communication techniques that foster trust and loyalty: from uncovering the true needs and wants of the client, delivering the right amount of information for the given situation and guiding clients through uncertainty. Real-world case studies will bring these concepts to life, showing how advisors who leaned into the human side of planning saw improved client outcomes, stronger referrals, and more fulfilling work.