PFP2410. Storytelling in the Age of Data: Effective Client Communication

In a world with overwhelming access to data and more sophisticated artificial intelligence tools, the skills required for many professions will change. Doctors, attorneys, financial advisors and other professionals are likely to differentiate not based on technical prowess, but rather by their ability to communicate and connect at a more emotional level with clients. Building this skill set is the goal of the session. Based on decades of experience in communicating with clients, the speaker will highlight a systematic framework that can help advisors improve their interactions with clients and build deeper relationships. The speaker will then share practical illustrations on how advisors can implement this framework to current topics and challenging questions.

Learning Objectives:

• Identify "soft" communication skills that can complement technical expertise.
• Indicate a systematic approach to client communication.
• Recognize how to apply the framework to current topics and challenging client questions.