Next Level Discovery: Deep Dive
This session will help you elevate your discovery process to make it more enjoyable for you and your prospects and clients while also collecting meaningful, helpful information to better inform your ongoing relationship.
Path to Success Advisor Program
It's time to reimagine your traditional approach to client interactions. Alongside professional advisors, discover why you need to move away from a solutions-based approach and instead lead with curiosity, meaningful discovery and active listening.
Introduction to Decision Dynamics5.0 average rating (1 review)
This course will provide you with a framework to make better decisions faster, and act on those decisions with more confidence and accountability. It will help you build and manage reliable collaboration and team performance.
• Highlighted the difference between diversity and inclusion
• Identified three common myths about diversity and inclusion
• Discussed how you and your organization can benefit from diversity and inclusion
• Learn steps you can take today to support diversity and inclusion in your workplace