SYMPOSIUM BREAKOUT – October 16, Jay Mooreland – Tackling Hard Meetings with Soft Skills

Jay Mooreland, MS, CFP® - Founder, The Emotional InvestorRegister Today...Early Bird Rate ends July 31st:
Tackling Hard Meetings with Soft Skills
Presentation Scheduled for Tuesday, October 16, 9:50-10:50 am
Anticipated CE: 1 CFP, 1 NASBA/CPE, 1 CIMA, 1 CLE Stnd

As advisors, we do our best to meet and exceed our client’s expectations. We want to make them happy. Unfortunately, there are times when we may face an upset client. How we respond to that situation will likely define the relationship down the road. The natural response is to get defensive – especially if it isn’t our fault and/or the client is being unreasonable. Yet, unless you are looking to destroy the relationship, following what feels right is often the worst response.

How you respond to tough situations, mistakes, and client disappointments will leave a lasting impression. While you can’t control what a client says or does, maintaining a posture of real listening, humility, ownership, and transparency will dramatically enhance your value and professionalism. This presentation will empower you to develop effective responses, address client concerns and pivot the conversation to positive, productive next steps.