PFP2609. From Panic to Perspective: The New Language of Client Communication - Smart Conversations in Uncertain Times

The objective of this session is to provide advisors with perspectives on various current, top-of-mind investment topics, with a focus on how to effectively communicate pertinent points to end clients. The emphasis will be on the fundamental understanding of each issue and how to articulate answers in a plainspoken, understandable manner that resonates with clients. The speaker will touch on topics such as the war and geopolitical risk, AI investing and its implications, gold, politics, and the standing of the U.S. dollar, and will also take questions from the audience. This session will introduce a communication framework that brings together the four pillars of effective client engagement. This multifaceted approach can be mastered through deliberate practice by focusing on a limited number of factors, and the speaker will then apply it in real-world situations.

Learning Objectives:

• Improve and master the critical skills of client communication and building human connections that cannot be replicated by automated systems.
• Learn a system of deliberate and learnable practices that can be implemented quickly and efficiently, without making you feel overwhelmed.
• Illustrate the practical application of these techniques through addressing current top-of-mind issues such as geopolitical risk, AI, gold, etc.