Solutions for Financial Professionals
Dollars-and-cents conversations ought to be logical, but when talking about their accounts, even reasonable people can get heated. They might start crying. They might seem like they can’t speak logically for a while.
A long-time client can panic or lose their cool, and suddenly it can seem like decades of trust are at stake.
What do you do? 😱
Solid Signal offers practical, engaging training and consulting so you can work through those volatile conversations …
… and keep the client trust you have worked so hard to earn. 😊🤝😊
Calmer Financial Client Conversations
Clients who are worried or confused about their money are sometimes the hardest ones to work with. You may have to talk them through choices or tradeoffs. These conversations get a lot more challenging when the client is dealing with big emotions. Reasonable people might start making unreasonable demands. They might talk about pulling their accounts if they feel unsatisfied.
Using the Solid Signal Method, participants will gain evidence-based, practical strategies to communicate with their clients about finanical decisions and to work through tense moments. Restore a respectful tone to conversations that get hostile and emotionally-charged. Guide clients through a constructive decision-making process so that you can maintain their trust and choose the financial option that fits their needs.
Note: this workshop is designed for difficult workplace conversations and is not a safety or a crisis-response program.
Participants will leave with tools and techniques to use in their next challenging conversation. So that your team is empowered and your clients know you’re the ones to trust when the situation gets tough.
- 60 minutes
- In-person (Fargo-Moorhead area) or Remote (within the U.S.)
- Up to 25 participants
- $950 (flat introductory group rate)
If you’d like to book a session, or just learn more about the workshop by talking with me directly, click “Book Now” below. 👇
Custom Training and Workshops
When a pre-packaged seminar isn’t enough, let’s get into best-in-class consulting mode. With over a decade of experience partnering with organizational leaders and subject matter experts, I specialize in working with your team to pinpoint exactly where the challenges lie and how to address them.
I’m willing to bet that your team has already been testing solutions to this problem. I start with quick and painless interviews with you and selected members of your team about what is working and what isn’t. I’ll then use my communications and learning experience design expertise to build for you a training program that fits your team. No fluff. No one-size-fits all training. A program that fits your team like a glove.
- In-person options available within the Fargo-Moorhead area.
- Remote training available in the U.S. via Zoom.
- On-site travel is offered for custom workshops and intensives outside the Fargo-Moorhead area. I am available to travel to your office. Travel and accommodation are billed at cost.
Use the link below to book a no-cost introductory consultation 👇