Structuring Effective Client Communication

1 CE Credit | 52-Minute Video

This presentation introduces an integrated framework of scripts, stories, sketches, and supplements to increase the effectiveness of your communication and messaging. You will learn about each component and how to combine them to reach your target audience. The session is presented in a workshop format with discussions of how advisors can implement the techniques in a real-world setting.

Learning Objectives

1. Understand how an integrated communication framework that uses scripts, stories, sketches, and supplements can increase client understanding and engagement.

2. Learn how to:

• Develop a script to anticipate and respond to common client questions.

• Craft a personal story to connect with clients on an emotional level.

• Use sketches and stories to simplify complex subject matter and appeal to client experiences.
  
  

3. Understand how to adapt communication techniques for different learning styles (auditory, visual, tactile, and kinesthetic).

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