In today's session of the Financial Crisis Webinar Series, David Maxfield, coauthor of The New York Times bestseller, Influencer: The Power to Change Anything, explained how advisors can conduct crucial financial conversations with clients to drive rapid, sustainable, and measurable change in behaviors. Maxfield, who is vice president of Research at VitalSmarts, a corporate training company that has helped thousands of organizations, has found through proprietary research that advisors who master these crucial conversation skills can double their client retention rates.

View replay
Download presentation slides

Preparing for the Worst
The The market meltdown of 2008 decimated client portfolios and advisory firm profits. After a resurgent second quarter, financial uncertainty lingers. Are you prepared for another leg down?

On Friday July 17th, you will learn skills to protect your business and bolster client relationships during the next market crisis. Whether it occurs next month or next year, you can be prepared. Fred Luskin, Ph. D., Rick Aberman, Ph.D., and Art DeLorenzo, CFP, founders of MYT Group LLC, will help you create a plan for retaining clients through turbulent times. Experts in applying Emotional Intelligence techniques in a business setting, the trio will provide you with unique ideas for managing client relationships.

Drawing on Luskin, Aberman, and DeLorenzo's collective experiences in communications, relationship management, psychotherapy, and stress management, NY-based MYT (Maximize Your Talent) helps advisors implement personal growth opportunities. Their work has been featured in The Wall Street Journal, The New York Times, Los Angeles Times, and Chicago Tribune, as well as TV and radio programs.

Download presentation slides
Register now

See our complete upcoming schedule of sessions