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Better Listening, Better Questions, Better Relationships VIRTUAL Training & COACHING
TAKE YOUR PRACTICE TO THE NEXT LEVEL
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This foundational training helps client-facing professionals close engagements faster, deepen client relationships, and better understand what clients truly want — for themselves and their advisors. Through on-demand videos plus individual or cohort coaching, you will learn practical tools you can use immediately to strengthen communication, improve retention, and distinguish yourself in a crowded marketplace.
Using our proven 7-Step Alignment Conversation™ and Expectations Conversation™, you will learn how to:
Facilitate more meaningful client conversations
Understand how clients make decisions
Clarify and align expectations before issues arise
Build trust across generations and families
Differentiate yourself beyond performance and service
Attendees consistently tell us two things:
They use these skills every day — with clients, colleagues, friends, and family.
The training paid for itself after applying it with just one client or prospect.
Why does this matter?
70–90% of heirs leave their parents’ advisor after inheriting wealth
70–80% of widows change advisors within a year
Technical expertise alone is no longer enough to retain multigenerational relationships
This experiential training provides practical tools, guided practice, and real-world application to help you create deeper, more durable client relationships that lead to greater retention, referrals, and revenue growth.
Includes:
On-demand training videos
1:1 coaching session or cohort/peer group coaching
Practical scripts and conversation frameworks
CE eligibility for CFP® professionals (and likely other organizations)
You can begin applying these tools immediately — often after your very first client conversation.