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)

On-Demand

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.

Speakers

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.