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Client Connection: Building Trust and Rapport with Clients

September 16, 2024 | 10:00 am - 12:00 pm East US

In this workshop you will discuss with other advisors how have an intentional and systematic approach to make sure we establish rapport with new clients every time.

The take-away from this workshop is:

  • How to listen through open-ended questions and interest

  • How to show authenticity through personal anecdotes

  • How to follow clients’ leads and find common ground

  • How to match verbal and nonverbal communication style

  • How to provide feedback and acknowledge opinions

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September 12

[In Person] Client Journey: Mastering the Customer Journey from Onboarding to Impact

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September 16

[In Person] Client Mindsets: How Your Attitude Can Change Your Client’s Mindset