Behind the Conversation Digital Series

Behind the Conversation is an educational series that addresses 6 key components when deciding how to maximize your opportunity in working with potential clients. Expectation Marketing, The Compelling Message, Curiosity, The Power of Parables, Client Facilitation, and Client Partnering are areas in which we feel you can position yourself for success.This series is designed to take provide a deeper insight into the client interaction that begins by setting the stage upfront and remaining consistent throughout the lifetime of the interaction. Join Joe and Steve as they masterfully weave a combination of theory and practice into this educational series.     Browse the 6 part digital series below     Expectation Marketing The Compelling Message Curiosity The Power of Parables Client Facilitation Client Partnering   **Click on each Session to purchase and gain instant access to the Training** To purchase and gain instant access to the Full 6-Part Digital training click on the link below: Purchase Full 6-Part Series

The Southern California Institute helps Wealth Advisors and clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and Speakers Bureaus.