Hi [[ session.user.profile.firstName ]]

Becoming a Conversational Leader: Bettering Our Practices & Impact with Clients

Success stories from the field about how advisors are building their skills and using “participatory learning” processes such as the Circle and World Café to attract, retain and add meaningful value to clients.

Since 2012, BrightTALK has featured highly rated sessions by Elizabeth Jetton, CFP®, on “Circle Practice: the art of changing the conversation with women about money.” Elizabeth is returning with an update:
-WHY we need to become “conversational leaders” and
-WHAT we are learning from advisors who are hosting client and community gatherings and adding this new element to their practice.
-WHY new ways of engaging with clients and potential clients is critical in the 21st century.
Recorded Aug 20 2014 47 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Elizabeth Jetton, CFP®, Co-Founder of Directions for Women and of Turning Point
Presentation preview: Becoming a Conversational Leader: Bettering Our Practices & Impact with Clients

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
Tips, advice and thought leadership to help build your business
Hear from a range of industry experts on interesting and unique ways to better market your practice among the high-net-worth audience. Topics include practice management, social media, referral marketing, blogging, connecting with clients and so much more.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Becoming a Conversational Leader: Bettering Our Practices & Impact with Clients
  • Live at: Aug 20 2014 3:00 pm
  • Presented by: Elizabeth Jetton, CFP®, Co-Founder of Directions for Women and of Turning Point
  • From:
Your email has been sent.
or close