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[In person in Vaughan, ON] Client Mindsets: How Your Attitude Can Change Your Client’s Mindset

May 7, 2024 | 2:00 pm - 4:00 pm East US | Novotel Vaughan.

In this workshop you will discuss with other advisors how you can influence your clients by displaying certain attitudes and behaviors.

The take-away from this workshop is:

  • How to cultivate an open mind and positive outlook

  • How to adopt a mindset to keep things simple

  • How to cultivate an action-oriented attitude

  • How to install resilience with clients

  • How to demonstrate mindsets in practical ways

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April 22

Client Ethics: Making Ethics and Inclusion Part of Daily Practice

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May 20

Client Journey: Mastering the Customer Journey from Onboarding to Impact