COMPLIMENTARY WEBINAR
The Art of Deepening Relationships
Receive 1 CE credit (see below)
Space is limited. Reserve now!
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Trust is the critical foundation of any authentic and successful client-advisor relationship.
Despite all the advancements in financial services, one thing remains constant - people want human connections, especially during challenging times.
In this session, you will hear from Dr. Amy D’Aprix, who shares the two biggest causes of breakdown in trust and how to overcome them. She provides a new and compelling way to skillfully listen to clients, ask impactful questions to uncover clients’ specific needs, and authentically convey empathy. Her unique perspective will help you build trust and enables you to put the “personal” in personal financial planning.
Master relationship-based advising and you’ll be the trusted advisor of choice.
CONTINUING EDUCATION CREDIT
In the United States: 1 hour CE credit for this webinar has been granted by CFP Board.
In Canada: The Art of Deepening Relationships webinar has been accredited for 1 hour of IIROC Professional Development and qualifies for 1 FP Canada Approved CE Credit.
You will receive an email notification when your CE certificate is ready, which can take up to one month after attending the full live webinar.
