What participants will do together
- Understand how great client service professionals shape client's thinking (vs. simply execute their requests)
- Practice a 3-step framework for reframing a client's thinking
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Rising professionals
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Unlimited participants
(Collaborate together, in groups of 2-5)
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Virtual or in-person
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1 hour
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Schedule anytime
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Rising professionals
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1 hour
.svg)
Schedule anytime
.svg)
Virtual or in-person
.svg){kind=icon}
Unlimited participants
(Collaborate together, in groups of 2-5)
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Rising professionals
Unlimited participants
(Collaborate together, in groups of 2-5)
Virtual or in-person
1 hour
Schedule anytime
Why this topic matters
The ability to help clients challenge their assumptions and explore new viewpoints is what separates good advisors from transformative ones.
What participants will do together
- Understand how great client service professionals shape client's thinking (vs. simply execute their requests)
- Practice a 3-step framework for reframing a client's thinking
What participants say
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