Back to All Events
June 16, 2025 | 10:00 am - 12:00 pm East US
In this workshop you will discuss with other advisors how to make clients come back is to shift our attention from merely enhancing their business to also excite their minds and engage their hearts.
The take-away from this workshop is:
How to identify your client’s true needs
How to captivate client’s minds with relevance, insights, and practicality
How to engage client’s hearts with vision and identity
How to change the game with rules, norms, and habits