Create (digital) trust with financial clients | Sheri Fitts
- Roger Courville, CSP
- Mar 21, 2023
- 1 min read
How do financial professionals create more trust with financial clients, maybe even in a digital meeting through a webcam?
In this episode of #ThoughtLeaderConversations the ideas and stories flow deep and wide with Sheri Fitts, consultant, speaker, creator (and Paper Girl of the Year in 1976!). Importantly, Sheri’s long tenure (half her life!) in financial services is evident and her strategies and tactics are on-target when talking about topics such as:
The essential starting place for building trust
Elements of trust-building unique to financial professionals
How the old ways of connecting with financial services clients is transformed by new media
The roles of “fear of loss” versus “prospect of gain”
The tactics Sheri users to really “connect” via email
The no click-bait essential that MUST precede reaching out
Thinking WAY beyond the lowest common denominator of “compliance”
Six pillars of a full life
And more
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Series: Thought Leader Conversations
Sponsor: V2, LLC, expert virtual and hybrid event production, www.VirtualVenues.com
Host: Roger Courville, CSP, https://www.linkedin.com/in/rogerc/
For anyone looking to broaden their skill set, the Global Skills Meet offers a platform filled with interactive workshops and engaging discussions. Attendees can explore a range of topics that reflect today’s most relevant skills. The event fosters a supportive community where learning is shared and celebrated. With opportunities to engage directly with facilitators, every session adds value.