Pre-conference Workshops:
Wednesday, September 28, 1:00 - 3:00 PM
Virtual Client Engagement: Simple Strategies that Build Communication and Trust in Online Meetings
Presented by Dan Smaida, President, Boatman Learning, Inc.
Whether in-person or online, it’s crucial to communicate in a way that builds client trust. Does your meeting process work online? Can clients “see” you listening? Do they really understand the concepts you’re discussing? How do they feel about changing behaviors?
This workshop shows you how top financial professionals use technology to remove communication barriers and increase client comfort, clarity, and trust. You’ll see proven techniques in action, and learn how to apply them to your very next client meeting. If you can share your screen online, you already have all the tools you need for this session!
Agenda:
• How top advisors are using everyday tools to improve online meetings
• Packing your Digital Briefcase for success anywhere
• “Crossover” communication skills that help every meeting
• Simple, accessible strategies that personalize meetings and build trust
CE Credits: 2 CFP CE Credits - General Principles of Financial Planning; 2 NAPFA CE Credits - Technology
Wednesday, September 28, 3:30 – 5:30 PM
Ethics CE: CFP Board's Revised Code and Standards
Presented by Linda Leitz, PhD, CFP®, EA, Peace of Mind Financial Planning
This program fulfills the requirement for CFP Board approved Ethics CE. This program is designed to educate CFP® professionals on
CFP Board's new Code of Ethics and Standards of Conduct, which is effective October 1, 2019.
CE Credits: 2 CFP CE Credits - Professional Conduct and Regulation; 2 NAPFA CE Credits - Ethics
