Webinars
Event
- Category:
- Financial Advisor Webinar Series
- Title:
- Deeper Client Connections Through The Power Of Story
- Presenter:
- Scott Farnsworth
- Company:
- Sunbridge Legacy Network
- When:
- 05/14/10 4:00 PM EST
- Slides:
- You must be registered and logged into download the slides
- Replay:
- You must be registered and logged into view this replay
- CE Credit:
-
CFP®
 |
4.3 (91) |
Description
The exceptional advisor knows his ultimate job is to help clients use their wealth to make their lives richer and more meaningful. He may not know that the fastest and most effective way to build deep, lasting, and fulfilling relationships with clients is through the power of story.
In this webinar, you'll learn:
- What a client’s “meaning of money” stories can reveal to the attentive advisor
- How to use story-leading questions to get your clients sharing their most significant experiences
- Why advisors who use the power of story have more loyal clients
- What happens when you use your clients’ own stories to help them “come alive”
Guest speaker Scott Farnsworth is a Certified Financial Planner, an estate planning attorney, president of the Sunbridge Legacy Builder Network, and the author of three books about using the power of story to transform advisor/client relationships.
View all user reviews
Average user rating from: 91 user(s)
|
To write a review please register or login. |
|
|
0 of 0 people found the following review helpful
This brings integrity to the financial planning industry. It's not just about selling product and making money. Job well done! Please continue to deliver these types of sessions.
|
Was this review helpful to you?
|
|
0 of 0 people found the following review helpful
The topic was excellent - especially for a Friday afternoon. I am ordering the books Scott recommended, and I can ponder the topic all weekend while I am away from the office.
|
Was this review helpful to you?
Reviewed by dscyganMay 14, 2010 Top 1000 Reviewer View all my reviews Report this review |
|
0 of 0 people found the following review helpful
Thank you for choosing to present Scott and his material. This is the type of subject that more advisors can benefit from and will, in turn, benefit their clients. In the world of high frequency trading and "my strategy produced better results than yours" having clients address their stories and sharing them is what really matters and something we can do something about.
|
Was this review helpful to you?
Reviewed by gradyb303May 14, 2010 View all my reviews Report this review |
|
0 of 0 people found the following review helpful
Outstanding, the power of story is huge. Scott's personal stories, poem and stories about others were deeply meaningful and brought tears to my eyes on several occasions. I've led the raising of millions of dollars for the Montessori school in our community, and it's clear to me after Scott's presentation that the power of story was the force that enabled our success. The Power of Story will be a great way to stay connected to the reason that I chose this career as a way of being of service to others.
|
Was this review helpful to you?
|
|
0 of 0 people found the following review helpful
Probably one of the most important things to know in a field where client relationships are key.
|
Was this review helpful to you?
Reviewed by rogerv402May 14, 2010 Top 500 Reviewer View all my reviews Report this review |
EventList powered by schlu.net
