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July 21, 2025 | 10:00 am - 12:00 pm East US
In this workshop you will discuss with other advisors how to empower a client to take action by shifting from offering specific recommendations to exploring alternative options.
The take-away from this workshop is:
How to be a facilitator client’s decision-making process
How to ask questions that empower the clients
How to present clients with options with infographics
How to give clients the final ownership of the decisions
How to make a bridge from decisions to actions