Small Things Matter: Creating an open and trusting space for virtual clients

Join Cherie Stueve, CFP®️, AFC®️, FFC®️, FBS®️ for a session on how to craft the right environment to build trust with your clients, even when meeting virtually by video or phone. Clients appreciate the convenience of virtual conversations, but connecting in this way has its challenges. The small touches matter to quickly create a comfortable environment for greater impact. Learn more about how your voice, background, body language, communication style, and patience with silence can make the most of a one-time engagement or ongoing relationship when connecting online.

This event is $50 or free for members.