Description

Successful Families and Business Owners tolerate far too much angst and pain surrounding their material assets and cherished relationships.  The key to being trusted advisors and truly helping these clients is not through our technical knowledge, but something much deeper.  The journey to mastering Counseling and Partnering begins with introspection and insight.  Joe and Greg will share insightful nuances to help you move clients from lack of hope to inspired possibility, partner with them to gain clarity of the problem, and then invite them to share their innate wisdom for potential solutions and subsequent implementation.

Learning Objectives:

• Learn the “master key” to the continued success of advanced wealth planners who equally balance soft and technical skills.
• Find your personal path to counseling and what’s behind your clients’ stated needs, to drive deep and long-lasting engagements.
• Reduce your team’s and your clients’ anxiety and frustration to obtain better and long-lasting results.

(Purchase of this product will include a link to the video, audio, and a pdf of the presentation.)

Presented by Joe Strazzeri and Greg Banner