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

February 24, 2025 | 10:00 am - 12:00 pm East US

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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January 27

Client Empowerment: Empowering Clients to Take Ownership and Action

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March 17

Client Connection: Building Trust and Rapport with Clients