

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.
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.
Tickets
Early Bird
$30.00
+$0.75 ticket service fee
Sale endedRegular Admission
$35.00
+$0.88 ticket service fee
Sale endedPay 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
Sale endedSeason 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 ticket service fee
Sale ended