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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