Please note that access to this course expires 60 days after purchase.

Sometimes advising can feel like a broken record, replaying the same words and guidance over and over again. But: Is it working?

As advisers, it’s important to step back and be mindful of how our personal attributes and the words we choose impact our advising approach. How can we improve the experience and outcomes for both the advisees and the adviser?

Much like a strategy book, the Adviser’s Playbook details a series of plays – or strategies – to foster a more engaging, more productive advising session.