Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment
Previously Titled: Do Factors that Foster Client Trust and Commitment Evolve Over Time?
Please note: The name of this webinar has been changed to more accurately represent its content. Those who have already registered need not re-register!
1.0 CE accepted by the CFP Board!
Those seeking CE credit must attend the entire webinar and remain on camera throughout. A recording will be shared following the event, but no CE credit will be awarded to those who do not attend live.
About the Webinar
To understand how factors that promote successful client relationships have evolved over time, researchers from MQ Research & Education™ and Kansas State University replicated a 15-year-old study that examined communication practices and their influence on the development of client trust and commitment.
The researchers also explored how the pandemic and the growing demand for diversity, equity, and inclusion have affected clients’ perspectives of their relationship with their advisor.
More specifically, this presentation will explore practical strategies for strengthening client relationships while also meeting the challenges and opportunities that are imbedded in:
- increasing levels of financial anxiety,
- increasing use of virtual meeting platforms, and
- growing demand for cultural awareness.
Join us as MQ President Amy Mullen, CFP® discusses the findings and implications of this revealing new research!
Registration Fee
This webinar is open to EVERYONE.
- Free to MQ Partners
- $25 fee for others