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.
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.