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Do you want to deepen relationships with current clients and quickly win new business? Do you have your sights set on retaining assets across multiple generations? If you answered YES, this training is for you!
See, consumers today are not choosing their advisor based primarily on credentials, experience, or rates of return; those are expected. Instead, they’re choosing based on how an advisor makes them FEEL.
That’s why if you want an edge (especially with Boomer females, Millennials, and GZ), you MUST communicate in a way that appeals to the emotional centers of the brain.
One of the most powerful ways to do this, is to leverage a specific storytelling strategy- -your “Personal Brand WHY Story”. When you learn how package and share this story in a way that’s meaningful for your ideal clients, you’ll accelerate trust and get to the “YES!” quicker.
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- Discover the 3 story types every advisor MUST have in their toolkit.
- Learn why making sure your client “GETS” what you’re saying is a big mistake.
- Experience first-hand how sharing your “Personal Brand WHY Story” increases trust, connection, and likeability in 3 minutes or less.
- Understand why humanizing yourself is critical to the future of your business.
- Learn how top producers are using their stories to attract clients and get to the “YES!” quicker.
Presenter
Deirdre Van Nest, CWCSC
CFP® CE Credit
This content is not eligible for CFP® continuing education (CE) credit.
The College’s Professional Recertification Program (PRP)
This content is eligible for one hour of PRP continuing education credit.
To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.
How to Communicate with Impact and Influence
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