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PFP2410

Storytelling in the Age of Data: Effective Client Communication

Date
June 4, 2024
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2024)
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2024)
Thumbnail for AICPA & CIMA ENGAGE 2024
This includes sessions from AICPA & CIMA ENGAGE 2024:

In a world with overwhelming access to data and more sophisticated artificial intelligence tools, the skills required for many professions will change. Doctors, attorneys, financial advisors and other professionals are likely to differentiate not based on technical prowess, but rather by their ability to communicate and connect at a more emotional level with clients. Building this skill set is the goal of the session. Based on decades of experience in communicating with clients, the speaker will highlight a systematic framework that can help advisors improve their interactions with clients and build deeper relationships. The speaker will then share practical illustrations on how advisors can implement this framework to current topics and challenging questions.

Learning Objectives

  • Identify "soft" communication skills that can complement technical expertise.
  • Indicate a systematic approach to client communication.
  • Recognize how to apply the framework to current topics and challenging client questions.

Speaker

Speaker Image for Apollo Lupescu
Vice President, Dimensional Fund Advisors

General

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