This Genesis webinar is sponsored by LLIS, the exclusive sponsor of NAPFA Genesis.
That amazing “proprietary” investment methodology? Clients don’t care. That’s not just the speaker’sopinion. The research is abundantly clear - individuals and families want more than PDFsand pie charts. They want connection and leadership.In this groundbreaking presentation, attendees will learn from a master of language thefundamental difference between showing up as an advisor and showing up like a leader.From there, we will dive deep into what modern clients want from their advisors and howthose needs are changing. Next, we will analyze the power of language and share provenframeworks that can be immediately implemented to create more powerful client meetings.Finally, using real-time role plays, advisors will leave empowered like never before to windream clients and get more people saying “Yes!”
As the founder of The PSBLTY Company, Chris Smith serves as a preeminent speaker and trainer for financial advisors who want to lead, differentiate, and grow their AUM. He helps heart-centered, mission-focused advisors who are determined to do what’s right for their clients to break free from commoditization and move toward pre-eminence, teaching them to use language and leadership to master the art of attracting affluent clients and stand out in an industry of “same.”