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The Personality Paradox: Decode the HOW-WOW Personality Puzzle to Elevate Your Financial Advisory Practice

Virtual Event Virtual Event

March 5 @ 2:00 pm 3:00 pm America/New York

$49.00 Approved for 1 continuing education unit for the CFP® and AFC® certifications.


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Elevate your advisory skills, decode client behaviors, and revolutionize your approach for impactful client relationships in this webinar. Join me for a comprehensive session diving into emotional cues, client archetypes (HOW and WOW), and three distinctive client profiles. Learn to decode emotions, fostering stronger client connections for improved service and retention.

Learning Objectives:

After completing this webinar, financial professionals will be able to:

  1. Understand the importance of being able to read emotions in client meetings
  2. Identifying critical behaviors of the HOW (detailed orientated) and WOW (big idea) client
  3. Know how to leverage this knowledge to better serve and retain your clients