Sponsored by:

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Whether assisting clients with stock and bond investments, setting up 529 plans, or helping them address a range of other complex investment goals, a focus on your clients’ needs – rather than any one product – is paramount to their satisfaction. Achieving this can be difficult, but tapping into your soft skills is a must to win your clients’ trust and grow your business.

Join this complimentary webcast to learn more about the non-financial skills you need to succeed. The event will focus on key topics including:

  • Client Communication: Discover how to be a good listener and use better communication to reduce complexity and guide decision making with timely and usable information
  • Client Data Curation: Understanding the key pain points and goals of each client, not just the little details, so you can be proactive with planning strategies/suggestions at important times
  • Service Overhaul: How to add specialized product knowledge and organizing services to your toolbox (like healthcare planning for aging boomer clients, student loan debt management for Gen X and Millennial clients or “shoebox accounting”)

REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)


If you have previously registered for this event, please click here and log-in using the email you registered with to access the on-demand event.


Julie Littlechild, Founder & CEO, Absolute Engagement. Julie Littlechild is Founder & CEO of Absolute Engagement. She is a speaker, writer and researcher. Her firm, Absolute Engagement, helps advisors, teams and enterprises gather client feedback and design a compelling client experience that will drive significant engagement, revenue and referrals. Julie has worked with and studied successful financial advisors and their clients for more than twenty-five years.
Megan Gorman, Founding Partner, Chequers Financial Management Megan Gorman is a founding partner at Chequers Financial Management, a fee-only planning firm that specializes in high net worth and ultra-high net worth families in San Francisco. Megan is a Senior Contributor for Forbes in personal finance and tax. She is also quoted regularly in the press as a tax and financial planning expert including such publications as The Wall Street Journal, The Washington Post and CNBC among others.
Jarrod Upton, COO & Senior Consultant, Herbers & Co. Jarrod Upton, MBA, MS, CFP, is chief operations officer and senior consultant at Herbers & Co., an independent growth consultancy for financial advisory firms. He is also a contributing columnist for Investment Advisor and ThinkAdvisor.