Q2 EDUCATION SERIES: CLIENT CENTRIC STRATEGIES FOR SUCCESS

When: Wednesday, May 13 at 2:00pm ET
Speaker: Lori Friedman

Turning Abstract Planning into Meaningful Connection

Many of the most impactful aspects of financial planning—values, intentions, legacy, peace of mind—are also the hardest for clients to engage with. When those elements feel intangible, conversations stall and understanding breaks down. 

In this WIFS Q2 session, Lori Friedman explores how advisors can bridge the gap between complex planning concepts and real human connection. Drawing from decades of leadership experience and a career spent rethinking traditional approaches, Lori shares how shifting from transactional conversations to people‑first engagement creates clarity, trust, and momentum. 

This session will challenge you to rethink how you meet clients where they are, and how making the intangible feel tangible can transform both the planning experience and the relationship itself. 

Join us for a fresh, people‑first perspective on turning complex planning conversations into meaningful client connection.

REGISTER TODAY!