Improve Client Communications Using Humor and Heart (1 CFP® CE Credit*)

A common assumption when presenting financial advice is that the right information and the best data will solve our clients' problems. This is a myth. We are more persuasive and have a greater impact when we focus on emotionally connecting with clients.

With an important but challenging subject like finances, you can connect more deeply by learning to tell powerful stories, uncover natural humor, use memorable visuals, ask better questions, and create trust so clients open up and ask for help.

*CFP Credits not applicable for viewing recorded webinar

Sasha Grabenstetter, AFC®
Financial Planning Education Consultant
eMoney Advisor
Colin Ryan
Humorous Financial Speaker