Strong client relationships set the foundation for a successful, lasting practice. But we often struggle to get past surface level. Many of us are mainly focused on the numbers which, important as they are, can create a barrier to deeper connection with our clients and prospects.

We can remove that barrier when we combine our financial expertise with a personal, turning-point story. Relationships will not only be deepened, but transformed.

Learn:

• Why stories are such a powerful connection tool
• How to embrace your turning-point story
• How and when to share a personal story

Workbook Training (8:08)