With so much data available online, how can you best help your clients make sense of an ocean of information?
There is a difference between raw information that is readily available and wisdom that is seen as beneficial. To be a trusted advisor, you need to help your clients make sense of it all. Beyond that, how can you be sure that your messages are being received in a way that clients will relate?
Join Cannon’s Chris Nekvinda as he reviews the key differences between information and wisdom, explains 8 specific elements required for delivering wisdom, and offers how to blend each element with the needed client interaction skills to help you stand out as a voice of wisdom and reason for your clients. Regardless of whether you are a retail advisor dealing with everyday clients or a trust officer handling complex family affairs, we will prepare you to have your messages heard and understood in a way that is practical and beneficial.