SPEAK WITH YOUR CLIENTS, NOT AT THEM
Become the Advisor Clients Can't Stop Recommending
Transform your interactions, build trust, and unlock consistent referrals with the Speak with Your Clients, Not at Them training.
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If you don’t stand out, your transactional conversations and ineffective communication will lead to missed opportunities, stagnant growth, and minimal referrals.
Speak with Your Client,
Not at them.
A training program designed to solve this problem by empowering financial professionals with people-first communication skills. Through practical tools, engaging techniques, and actionable insights, you’ll master:
- Active listening that builds trust.
- Meaningful questions that uncover your client’s story.
- Generational adaptability to connect with every client.
Build Trust That
Inspires Loyalty
Strengthen Client Relationships to Increase ReferralsÂ
Stand Out as a Highly Trusted, Referable AdvisorÂ
What's Included:
This training goes beyond the event to provide you with comprehensive support:
- Pre-training videos and personalized calls.
- Dynamic, interactive presentations tailored to your organization.
- Post-training resources, including eBooks and a follow-up video course, to sustain your growth.
Don’t Just Be an Advisor—
Be Their Advisor
Your clients deserve more than a transactional relationship—they deserve someone who listens, understands, and connects with them on a deeper level. This training helps you become the advisor they trust and recommend.
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The results speak for themselves, our client retention rates have soared, referrals are up by 35%, and we’ve seen a 20% increase in revenue within just six months. This training isn’t just an investment in communication, it’s an investment in growth and success. I can’t recommend him highly enough.
David, Senior Vice President, Wealth Management Division
The 'Speak with Your Client' training has been a turning point for our advisors and our bottom line. Before the training, many of our client conversations felt transactional, and our advisors struggled to build lasting trust. Jason’s approach equipped them with the skills to communicate more effectively, ask better questions, and truly listen to clients’ needs.
Jon, Division Manager
Attending Speak with People’s training completely shifted how I approach communication in my business. The tools I learned have helped me connect authentically with my clients, team, and even my family. Jason’s approach is relatable, practical, and packed with insight. I now feel more confident leading conversations that matter. If you want to elevate your leadership and relationships, Jason is your guy!
Michael, Financial Advisor
Jason’s 'Speak with People' training was a game-changer for our team. As a leader, I thought I was doing a decent job communicating, but Jason opened my eyes to how much I was speaking at people instead of with them. After implementing his strategies, our team meetings are more collaborative, and morale has improved significantly. Jason doesn’t just teach communication, he inspires transformation. Highly recommend!
Sarah, Manager
Different Learning Experiences
What Your Team Will Learn:
Identify and Address Unhealthy Communication Behaviors:
- Recognize habits that hinder trust and engagement.
- Replace them with trust-building strategies.
Master Client-Centered Communication Techniques:
- Use active listening, meaningful questions, and generational adaptability.
- Deliver exceptional client experiences that inspire loyalty.
Develop and Implement a Framework for Consistent Excellence:
- Create structured, value-driven communication practices.
- Establish a foundation for ongoing trust and professional growth.Â
Why Choose This Training?
Every generation communicates differently, and bridging these gaps is essential for financial advisors. Speak with Your Clients, Not at Them isn’t just another training program—it’s a complete transformation. You’ll gain the skills to stand out in a crowded market, earn your clients’ trust, and turn everyday conversations into powerful opportunities for growth.
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