On July 23rd, Money Quotient will hold the advanced course: “A Values-Based Approach to Effective Communication with Prospective Clients.”

This workshop, led by MQ President Amy Mullen, CFP®, will delve into the essential components of effective communication during the initial stages of client interaction. Specifically, it will focus on the importance of a well-structured “Getting Acquainted Meeting,” a crucial time when the trust-building process begins. This stage presents a unique opportunity for advisors to highlight the significance of a comprehensive client-centered approach to financial planning.

Research and experience indicate that trust in an advisor is significantly developed when the advisor underscores the importance of aligning the financial plan with the client’s values and priorities. By incorporating life-centered exercises and engaging in meaningful conversations, advisors can create a more holistic and impactful planning process.

During this workshop, you will explore:

• The psychological dynamics in a client/planner relationship during the prospect stage, including beliefs and biases.
• Effective communication techniques that resonate with the client’s emotional brain, set clear expectations, and foster motivation for positive financial actions.
• Tools and strategies to convey the planner’s value proposition and encourage client commitment to a long-term financial plan.
• Communication skills that set client expectations and clearly define the benefits and outcomes of values-based financial planning.
• Methods to encourage prospective clients to openly share critical personal and financial information that will influence the success of their financial plan.

The course will be limited to 24 attendees to ensure a personalized and engaging learning experience. All participants will receive 4 CE credits already approved by the CFP board. Don’t miss this opportunity to grab your seat! We look forward to seeing you there!