Elevate your advisory skills, decode client behaviors, and revolutionize your approach to impactful client relationships. This sessions discusses emotional cues, client archetypes (HOW and WOW), and three distinctive client profiles. Learn to decode emotions, fostering stronger client connections for improved service and retention.
Learning Objectives:
Understand the importance of being able to read emotions in client meetings.
Identifying critical behaviors of the HOW (detail oriented) and WOW (big idea) client.
Know how to leverage this knowledge to better serve and retain your clients. Learn More >
Join Erika Wasserman, Tim Voit, Jody Bruns and Chris Bruser in learning how professionals in lending, transition planning, and divorce coaching can increase your efficacy as a CDFA professional.
1 CFP & CDFA Credits
Please note that the conference is live and in-person in Nashville, Tennessee. Learn More >
