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Terri Sjodin
LIvestreaming Available

Presentation ready: Fix unseen flaws and present more persuasively

Session Type:
Workshop
Language:
Date of Session:
November 5, 2024
Start Time:
9:00 am
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Content Track:

Session Description

Many advisors want to improve their presentations but don’t know where to start or even where mistakes are happening. Sjodin identifies why several of the most common presentation problems occur, how they damage the dynamic with your client and how you can convert errors into expertise.

Amy L. Wakem
LIvestreaming Available

Language hacks that enhance client service and increase retention

Session Type:
Quick Hit
Language:
Date of Session:
November 5, 2024
Start Time:
1:30 pm
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Content Track:

Session Description

What minor adjustments can you make in your communication to majorly further client satisfaction? Wakem explains how she identified small-yet-impactful changes that have enhanced interpersonal connections and generated a spirit of teamwork and reciprocity in her practice.

Stephanie Woo
LIvestreaming Available

The yin and yang of partnerships: How to turn differences into strengths and create exceptional collaboration – not conflict

Session Type:
Workshop
Language:
Date of Session:
November 5, 2024
Start Time:
2:45 pm
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Content Track:

Session Description

How can you navigate the complexities of successful partnerships to leverage the power of diversity and overcome real-world challenges? Woo and Fyon share actionable strategies to identify and manage partnership dynamics, whether you’re considering a new partnership, handling conflicts in an existing one or viewing everyone you work with as a partner.

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