Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
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Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
Conversation Circles & Leveraging Your Centers of Influence
A Woman's Clarity®
43 minutes 6 seconds
2 years ago
Conversation Circles & Leveraging Your Centers of Influence
Conversation Circles are a powerful tool any financial advisor can leverage to uncover the values of their clients and prospects to offer a more personalized experience. When you host one of these small-group events featuring a structured conversation, you can build years’ worth of rapport in a short period of time. Having held over 100 Conversation Circles, Ashley Ilardo, Regional Director & Vice President of Dimensional Fund Advisors (DFA), and Mia Hanson, Associate at DFA’s Global Client Group, provide a crash course on hosting these events and making them authentic to your firm. In this special edition of A Woman’s Clarity, we’re sharing an insightful webinar recording featuring this inspiring topic. Listen and follow along with the slides below as our special guests teach you how to add these intimate conversations into your business model for stronger client relationships and referrals. Resources Dimensional Fund Advisors Conversation Circles Presentation: https://c2pe.info/circles
A Woman's Clarity®
Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
