Client Journey: Mastering the Customer Journey from Onboarding to Impact
In this workshop, you will discuss with other advisors how to create high-quality customer journeys.
Client Engagement: Engaging Client Companies for The Long Haul
In this workshop you will discuss with other advisors how to overcome the client’s mental and emotional barriers for engaging in the advisory process.
Client Empowerment: Empowering Clients to Take Ownership and Action
In this workshop you will discuss with other advisors how to start advising clients without giving directive advice.
Client Mindsets: How Your Attitude Can Change Your Client’s Mindset
In this workshop you will discuss with other advisors how you can influence your clients by displaying certain attitudes and behaviors.
Client Connection: Building Trust and Rapport with Clients
In this workshop you will discuss with other advisors how to improve your rapport building skills.
Client Ethics: Making Ethics and Inclusion Part of Daily Practice
In this workshop, you will discuss with other advisors how to bring in more statements and questions relating to ethics and inclusion in our daily conversations with clients.
Client Journey: Mastering the Customer Journey from Onboarding to Impact
In this workshop, you will discuss with other advisors how to create high-quality customer journeys.
Client Engagement: Engaging Client Companies for The Long Haul
In this workshop you will discuss with other advisors how to overcome the client’s mental and emotional barriers for engaging in the advisory process.
[In person in Vaughan, ON] Client Mindsets: How Your Attitude Can Change Your Client’s Mindset
In this workshop you will discuss with other advisors how you can influence your clients by displaying certain attitudes and behaviors.
Client Ethics: Making Ethics and Inclusion Part of Daily Practice
In this workshop, you will discuss with other advisors how to bring in more statements and questions relating to ethics and inclusion in our daily conversations with clients.
Client Connection: Building Trust and Rapport with Clients
In this workshop you will discuss with other advisors how to improve your rapport building skills.
Client Mindsets: How Your Attitude Can Change Your Client’s Mindset
In this workshop you will discuss with other advisors how you can influence your clients by displaying certain attitudes and behaviors.
Client Empowerment: Empowering Clients to Take Ownership and Action
In this workshop you will discuss with other advisors how to start advising clients without giving directive advice.
Client Engagement: Engaging Client Companies for The Long Haul
In this workshop you will discuss with other advisors how to overcome the client’s mental and emotional barriers for engaging in the advisory process.
Client Journey: Mastering the Customer Journey from Onboarding to Impact
In this workshop, you will discuss with other advisors how to create high-quality customer journeys.