Looking Inward: Leading Clients to “Funded Contentment”
Looking Inward: Leading Clients to “Funded Contentment”
Join us on May 9, 2024, at 12:00pm EST for our upcoming webinar, “Looking Inward: Leading Clients to Funded Contentment,” hosted by Brian Portnoy, founder of Shaping Wealth, and Zachary Conway, CEO and founder of Seeds Investor.
Speakers
Join us on May 9, 2024, at 12:00pm EST for our upcoming webinar, “Looking Inward: Leading Clients to Funded Contentment,” hosted by Brian Portnoy, founder of Shaping Wealth, and Zachary Conway, CEO and founder of Seeds Investor.
Learn how to ask ourselves and our clients the probing questions to unearth the blockers and fears standing in the way of “funded contentment.”
In the session, we’ll cover:
- How advisors can define and pursue their own funded contentment, enabling them to guide clients effectively as a player-coach
- Strategies for asking thoughtful questions that get to people’s true motivations
- How such practices can lead to better advisor well-being and stronger client relationships
Don't miss this opportunity to strengthen your client relationships and achieve your own “funded contentment.”
Secure your spot now!