Communication: Seek First to Understand | Financial Behavior Keynote Group

To truly connect and build trust, financial planning clients need to feel that they are both heard and understood by their financial planner. In order to accomplish this goal, financial planners need to understand their own attitudes, values, and biases and learn the art of listening well. In this presentation, Ryan will discuss the importance of knowing yourself and active listening. He will also share practical tips for putting communication principles into practice.