Gain Insight and Skills to Support Clients in Surprisingly Effective Ways

As the business environment becomes increasingly relationship-centric, advisors and consultants must be able to appropriately interface with clients on a professional as well as personal level.  

Our training builds on the skills you’ve developed over your lifetime and helps you leverage them to support clients experiencing death, widowhood, divorce, a serious diagnosis, aging, empty nest, retirement, and all the other major transitions of life.

Live Teaching
We teach our various classes to a wide array of corporations, conferences, associations, study groups, and private office engagements. We teach each module in one, two, and three-hour versions perfect for any keynote or breakout workshop slot. All are certified for CE credits through the CFP Board of Standards. These sessions receive rave reviews from clients such as LPL, Schwab, NAPFA, Advisor Group, FPA, Wells Fargo, Great West, London Life, and more.

We also combine these modules into in-depth training sessions ranging from a half-day to three days. These are perfect for a pre-conference workshop or any time you wish your advisors to acquire more in-depth knowledge. In these longer formats, we incorporate role-play, targeted written exercises, and group work that equips attendees to fully implement the lessons.
Client Appreciation Events

Individual advisors and firms look for unique topics when they host client seminars and appreciation events. What client doesn’t want to know how to help someone they love who is grieving? Who is unconcerned about dementia, including signs to look for and how to protect themselves ahead of time? These sessions are ideal for widening the invitation to clients’ families, friends, and associates, increasing the chance of referral business.

As always, we make things easy by providing professionally designed invitations customized with the firm’s logo, colors, and event details.

Click here for a descriptions of our client appreciation events.

Please ask us for referrals to the many of our clients who have hired us to speak to their clients.

Our Two-Day Master Class
Join us in Chicago for our oft-requested "intensive" class. You learn in-office skills no other company teaches quite like us, gain new insights into how to best work with your clients, and have fun meeting some very special professional colleagues.