September 8, 2027 | 11:00 am - 1:00 pm East US

In this workshop you will discuss with other advisors how you can influence your clients by displaying certain attitudes and behaviors.

The take-away from this workshop is:

• How to cultivate an open mind and positive outlook

• How to adopt a mindset to keep things simple

• How to cultivate an action-oriented attitude

• How to install resilience with clients

• How to demonstrate mindsets in practical ways