ADVISOR WEBINAR

JUNE 11, 2025

11:00am EST (60 minutes)

via recorded zoom

(limited to 10 seats)

$29*

5 Steps To Deeper Conversations


In just 60 minutes, learn how to move beyond general transaction talk and guide powerful, purpose-driven conversations that deepen trust and unlock what truly matters to your clients.

WHAT YOU'LL LEARN

How to Uncover What’s Unspoken
Learn how to surface the fears, doubts, and desires your clients rarely articulate—so you can guide them with clarity and confidence.


The Human Dynamics Behind Every Exit
Discover the emotional forces driving your client’s decisions (identity, regret, control, legacy, and belonging) and how to navigate them in real time.


A Conversation Framework That Builds Trust
Walk away with a proven, easy-to-use structure for conversations that go beyond technical planning and create meaningful, lasting impact.


Limited to 10 seats

* Your investment is nonrefundable. However, the event will be recorded. If you end up unable to attend, your fee will give you access to the recording and all associated resources.

REGISTER

CLICK HERE

if the class is full or you can't make this one.