Competition among advisors for new clients continues to accelerate. Thousands of advisors vie for a small number of uniquely successful prospects. To respond to these pressures, advisors must continuously build trust and create more satisfying experiences for their clients.
We use behavioral science to equip you with the power of influence. Our programs will teach you to choreograph these conversations so that every interaction you have with your clients can drive your commercial success.
Understand what your clients need
Respond to clients with purpose
Keep your clients happy
Ken Haman
In this program, advisors will learn how to communicate with clients using a combination of visuals and verbal descriptions to create a more influential message. Watch this video to get a summary of the program and download the white paper below for more detail.
Learn a simple, but powerful four-step strategy for describing your wealth-management practice.
Recognize the importance of developing and maintaining a current point of view about the markets and presenting it effectively to clients.
Understand how and why investors become reluctant to take action and how to select motivating investment ideas.
Podcasts
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