As the expert, you know the steps your clients need to take for them to achieve their goals. But, there is often a struggle in getting the client to follow through despite it being in their best interest. Many firm team members have given up, feeling helpless in getting their clients to adjust. But what if that was not the case? What if there were a way to actually get your clients to adjust? In this session we will dig into the strategic approach your firm can take to reverse this trend, and see your clients willingly make the valued adjustment opportunities you are bringing to them.

• Identify reasons firms give up attempting to get their clients to change.
• List the 4 elements needed to make change simple for your clients.
• Identify the importance of tools to accompany behavior change.
• Set the communication plan to reinforce this behavior change.

Protecting Your Balance - Calendaring Rhythms For Success
Course Description
There is no shortage of work and the accompanying client demands. But how do you work to set and meet expectations, without sacrificing the other important areas of your life? In this session we will dig into proven calendaring rhythms you can use to take advantage of a tool that is used every day, your Outlook calendar, to help protect the balance you want for your life.

Learning Objectives

• Define the rhythm of calendar blocking to help establish and maintain balance.
• Use scheduling blocks to protect your peak work hours.
• Identify the impact of interruptions and re-prioritization.
• Communicate timeliness more quickly.

This presentation is 2 courses in one!