[Member Meet-Up] Networking Chat: Client Engagement

Join us on Tuesday, August 6th at 12 pm ET for a virtual networking coffee chat! These sessions are made successful by your ideas and interaction so come ready to chat! This event will not be recorded as there will be breakout rooms.

This month will focus on client engagement. During this session, you will have the opportunity to engage in meaningful discussions with peers, share your own experiences, and learn new techniques to keep clients actively involved and committed to their financial goals.

Below are the question prompts for the breakout sessions to help you prepare for the conversation:

Building Trust:

1. What are some initial steps you take to establish trust with new clients?
2. Can you share an example of how you’ve turned a skeptical client into a trusting one?

Maintaining Motivation:

1. How do you keep clients motivated when they face financial challenges or setbacks?
2. What motivational tools or techniques do you use to keep clients engaged between sessions?

Effective Communication:

1. What communication strategies have you found most effective in keeping clients engaged?
2. How do you tailor your communication style to meet the needs of different clients?

Technology and Tools:

1. What digital tools or platforms have you found helpful for client engagement?
2. How do you integrate technology into your practice to improve client interactions?
3. Feedback and Improvement:
4. How do you gather feedback from clients to improve your engagement strategies?
5. Can you share a time when client feedback led to a significant change in your approach?

Long-term Engagement:

1. What strategies do you use to maintain long-term engagement with clients?
2. How do you celebrate client successes and milestones to keep them motivated?
3. Challenges and Solutions:
4. What are some common challenges you face with client engagement, and how do you address them?
5. How do you handle clients who become disengaged or unresponsive?

Connect with other financial professionals from various industries, exchange ideas, and expand your network—all from the comfort of your home. Engage in meaningful conversations, discover new opportunities, and build valuable connections in a relaxed and inviting atmosphere. Grab your favorite cup of coffee and get ready to network with like-minded individuals eager to share, connect, and collaborate. Register now, and let’s sip, chat, and network together!

AFCPE endeavors to make our events accessible to any and all attendees. If you require assistance regarding the accessibility of this event, or if you would like to request an accommodation to participate, please contact us at accessibility@afcpe.org.