From Transactions to Transformation: Building an Advisory Practice That Includes the Human Side of Wealth

Advisors who embrace the human side of wealth will not only build stronger businesses clients never want to leave—they help their clients create stronger, more meaningful lives.

This program helps advisors move beyond being "financial experts" to becoming "trusted life advisors." When advisors embrace the human side of wealth, they create opportunities to develop deeper relationships, attract more clients, improve retention, and generate more referrals. Suzanne Norman’s unique voice comes from her ability to integrate her lived experience as a 30+ year investment professional with her coaching and leadership skills. She is passionate about helping financial professionals learn ways to improve their client’s financial wellness with techniques that incorporate mental fitness, emotional well-being, purpose, and meaning.

• Why the Future of Advisory Belongs to Human-Centered Advisors
• The technical side of advice is increasingly commoditized. The human side is becoming the differentiator, especially with AI.
• Discussion points: money emotions, retirement/purpose/meaning, wealth transfer to women

• What Clients Really Need from Their Advisor
• Advisors who facilitate these conversations become transformational
• Discussion points: the Four Dimensions of True Financial Wellness, the five client needs advisors often miss

• Five Practical Ways Advisors Can Build Stronger Businesses
• Prescriptive relationship management techniques to retain and attract clients.
• Discussion points: Human Discovery Questions (vs. goals), Annual Life Review, Transition Playbook, Emotional Intelligence Skills, Become a Convener

REGISTER NOW: https://wifs.memberclicks.net/july-26#/