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Client Connection: Building Trust and Rapport with Clients

March 17, 2025 | 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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February 24

Client Mindsets: How Your Attitude Can Change Your Client’s Mindset

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April 28

Client Ethics: Making Ethics and Inclusion Part of Daily Practice