Engage and Innovate: Cultivating Client-Centered, Compassionate Conversations

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

• Module 1: Compelling Communication Tools (6/28/21 from 5:30-7:30)
• Module 2: Dealing with Objections from Prospects (TBD)
• Module 3: Prospecting, procuring more referrals, and improving client retention (TBD)
• Module 4: Strategies for effective recruiting, training, and retaining good agents 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 advisors 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 financial advisors to:

• Deal with objections from prospects
• Easily identify buying cues
• Increase referrals and client retention
• Keep focused and poised during challenging situations
• Develop deeper empathy for and understanding of themselves
• Develop confidence in the advisor's ability to strategically navigate moments of discomfort.