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INDIVIDUAL STYLE: UNDERSTANDING CLIENT SIGNALS 

INDIVIDUAL STYLE: UNDERSTANDING CLIENT SIGNALS

Participants come away with a deeper understanding of themselves and others as they seek to better address client needs.

Workshop Overview

Are there people with whom you just don’t connect? Believe it or not, it could just be a matter of personal style. Understanding your style and recognizing the styles of others can help you better understand what you’re doing wrong, and learn what you could be doing to reach them.

This workshop seeks to leave participants with a set of recognition questions intended to adapt your approach to the needs and preferences of your clients. 

We believe participants can benefit from considering the four main behavioral styles and how they interact with one another.  

Adaptation: Helping Adapt to Other Styles

Understanding Client Signals

For illustrative purposes only.


MATERIALS


INTERESTED IN PARTICIPATING?

Workshop to help you build business and drive sustainable growth in advisor practices. Contact your GSAM representative for more information.

RELATED TOPICS

Behavioral Finance: Simple Ideas for Marketing Your Value to Clients

From the aftereffects of the financial crisis to retirement anxiety, clients' financial decisions are often driven by emotion. We discuss how emotions, psychology, and bias can drive client decisions. 

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