You know that trust is the cornerstone of any successful financial planning relationship. But did you know that it can make or break your clients' willingness to seek your advice or even follow through with your recommendations?
Let's face it, talking about money isn't always easy. Clients often feel vulnerable sharing their financial details with a stranger, and it can be anxiety-provoking for both parties. But fear not! We've got evidence-based financial therapy tools, techniques, and models to help you foster trust and commitment with your clients.
The presentation starts with the science of trust and commitment in planner-client relationships but moves quickly to the fun part – how to put this research into practice. We'll provide you with practical, actionable advice on how to apply these techniques to build lasting relationships with your clients. The conversation will be framed with an emphasis on new planners and how to overcome unique obstacles you face.
By fostering trust and commitment in your clients, your firm will benefit, but it will also help your clients achieve their financial goals and improve their overall well-being. So, join us and discover the power of trust in financial planning relationships!