In today’s world of financial services, being able to connect with clients has never been more important. Financial planners are regularly faced with clients who are experiencing both economic and personal crises. It is not uncommon for clients to bring up a host of nonfinancial issues with their financial planners like dealing with grief, divorce, family conflict, addiction, mental health. Financial planners need tools to deal with these "messy" situations -- tools to help clients focus and "find their frequency". Like turning a radio dial to a specific frequency brings in programming loud and clear, advisors can use effective communication techniques to help guide their clients to finding their frequency, too.
The goal of this session is to help advisors better understand the opportunities and challenges of communicating with clients today, as well as sharing strategies to help them better connect. By focusing on creating stronger connections, lessening the chance of miscommunication, and leading to better client outcomes.
Learning Objectives
How certain key attributes can result in stronger client trust and lead to more effective advisor-client communication. • How engaging with clients about their financial past can uncover motivating factors or encouragement. • Understand the power of storytelling and its role in coping and positive behavior change.
|