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

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.