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Hosted by  Northeast Florida FPA

Education Forum


In today’s world of financial services, being able to connect with clients has never been more important. Trust and confidence play a vital role in an client’s willingness to communicate his or her financial goals and fears with advisors.

The goal of this session is to help advisors better understand the opportunities and challenges of communicating with clients today, as well as to share 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: • Understand the power of storytelling. Learn how to describe and present the aspects of the client's financial plan using stories. • How certain key attributes can result in stronger client trust and lead to more effective advisor-client communication. • The building blocks of a more purposeful client engagement strategy. • Gain a deeper understanding of the physiology of connection and why it matters how you communicate.

Wednesday, May 22, 2024
12:00 PM - 4:30 PM Eastern Time

Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville   FL   32216
(904)551-5920
 
Website for Location
Map for Location



Speaker Profiles

 


Brian Sexton
Client Focused Media

Brian Sexton is a professional storyteller and has spent his entire adult life telling the story of the Jacksonville Jaguars on the radio, television, in print and on digital media.


Registration Fee
Member
$30.00
 
Non-Member
$40.00

Event ID  348