Training for Financial Professionals

5D3_1320Much of the formal educational training for financial professionals in any given field – investment advising, banking, accounting, estate law – is focused on imparting technical skills. But where professionals often struggle in the real world is in working with the so-called “soft skills” involved in knowing how to connect with people.

The training offered through Money, Mind and Meaning is aimed at helping financial professionals make positive emotional connections with clients so that they can

  • earn their trust
  • help them follow through with their commitments
  • retain them for life
  • and refer other ‘just-right clients’ to them.

Training is customized for specific groups or individuals. For commonly requested topics, see the Keynotes page.