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Client Empowerment: Empowering Clients to Take Ownership and Action

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

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June 16

Client Engagement: Engaging Client Companies for The Long Haul

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August 18

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