Mon, Jun 28
|Zoom
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 module being held this Summer 2021!
Time & Location
Jun 28, 2021, 5:30 PM – 7:00 PM PDT
Zoom
About the event
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.
Tickets
Early Bird
$40.00
+$1.00 ticket service fee
Sale endedRegular Admission
$50.00
+$1.25 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.
$100.00
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
$175.00
+$4.38 ticket service fee
Sale ended