This training helps client-facing professionals close engagements faster, deepen client relationships, and better understand what clients truly want. Through on-demand videos and individual or cohort coaching, you will gain practical tools you can apply immediately to strengthen communication, improve retention, and differentiate yourself in a crowded marketplace. Using our 7-Step Alignment Conversation™ and Expectations Conversation™, you will learn how to facilitate meaningful conversations, understand client decision-making, align expectations, and build trust across generations and families. Attendees consistently say they use these skills every day and that the training paid for itself after just one client conversation. Why does this matter? 70–90% of heirs leave their parents’ advisor after inheriting wealth, and 70–80% of widows change advisors within a year. Includes on-demand videos, coaching and practical scripts/frameworks. CE available.