Creating lifelong and multigenerational clients may take what
landed the client in the first place, a face to face meeting with
them in their family room. Dynamics change when we go into a
person's personal space and meet them face to face for genuine,
Building intimacy is a simple, yet powerful concept. It ignites
greater productivity and deeper relationships, ultimately helping
to retain assets and strengthen multigenerational
The concept of intimacy by meeting face to face has transformed
the worlds of psychology, physiology and sociology. In this
session, learn the power of building genuine intimacy that enables
wealth professionals to tap into the astounding potential of human
creativity, intelligence and innovation both within their practice
and with clients and prospects.
-What is intimacy?
-Why does building genuine intimacy matter?
-How can we create a culture of intimacy through 5 trends in
today's changing market:
1. The Aging Population
2. The Greatest Transfer of Wealth
3. The Female Investor
5. Network of Experts
The worksheet used during this session will help wealth
professionals begin to put together a plan to create intimacy with
clients and prospects.
This program is based on the book, Face to Face: Creating
lifelong & multigenerational clients by Tony