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Engage and Innovate: Client-Centered Strategies to Maximize Effective Relationships
Engage and Innovate: Client-Centered Strategies to Maximize Effective Relationships

Thu, Sep 30

|

Zoom

Engage and Innovate: Client-Centered Strategies to Maximize Effective Relationships

Cutting-edge, evidence-based training infused with intrapersonal, interpersonal, trauma-informed skills to support effective relationship and rapport building between you and your clients. This training includes 4 modules, the first module being held September 30th, 2021 from 4:00 - 5:30 pm PDT.

Registration is Closed
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Time & Location

Sep 30, 2021, 4:00 PM – 5:30 PM PDT

Zoom

About the event

Cutting-edge, evidence-based training infused with intrapersonal, interpersonal, trauma-informed skill-building to support effective relationship and rapport building between clients and professionals. This training includes 4 modules, the first being held this September 2021!

  • Module 1: Restorative Communication Tools (9/30/21 from 4:00-5:30)
  • Module 2: Dealing with Resistance from Clients and Colleagues (TBD)
  • Module 3: Outreach, Referrals, and Improving Client Retention (TBD)
  • Module 4: Strategies for Leaders: Effective recruiting, training, and retaining good members to grow your team (TBD)

Empathy in Action, a consulting practice led by mental health professionals, supports financial advising firms to develop and hone a specific set of intrapersonal and interpersonal skills. These skills equip professionals with the ability to build, maintain and maneuver client relationships with ease.

Empathy in Action offers evidence-based, engaging training opportunities about communication strategies, conflict resolution, and trauma-informed practices to support a diverse range of financial advising professionals and their ability to provide excellent services to their clients.

These skills help the professionals to:

  • Deal with objections from clients and other professionals
  • Easily identify opportunities for buy-in
  • Increase referrals and client retention
  • Keep focused and poised during challenging situations
  • Develop deeper empathy for and understanding of themselves
  • Develop confidence in the professional's ability to strategically navigate moments of discomfort.

Tickets

  • Early Bird

    $30.00
    +$0.75 service fee
  • Regular Admission

    $35.00
    +$0.88 service fee
  • Pay It Forward

    This ticket includes admission for the purchaser and supports the free admission of a community member. Funds from this ticket also support financial literacy services for overexploited communities.

    $70.00
  • Season Pass

    This ticket includes admission to all 4 modules of Engage & Innovate: Cultivating Compassionate, Client-Centered Conversations. Module 1: Compelling Communication Tools Module 2: Dealing with Objections from Prospects Module 3: Prospecting, procuring more referrals, and improving client retention Module 4: Strategies for effective recruiting, training, and retaining good agents to grow your team

    $140.00
    +$3.50 service fee

Total

$0.00

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