Young Professionals Network Workshop: Psychological Foundations of Client Trust

Psychological Foundations of Client Trust: Strategies for Engagement and Retention

Next Generation inheritors churn from financial advisors at high rates (70%+) within a year of inheriting. This poses a significant retention risk for unprepared advisors, and a strong acquisition opportunity for advisors who build trust easily. In this presentation, Dr. Charles Eckhart, a Licensed Clinical Psychologist, and co-founder of the Cathexis Group, will incorporate actionable insights from developmental psychology to understand Rising Generation challenges. This session will equip attendees with science-backed strategies to build and maintain trusting relationships with clients that result in high retention relationships and high-quality service delivery. 
 

Dr. Charles Eckhart
The Cathexis Group

Please reach out to Emily Gorz, emily.gorz@fwalliance.com with questions about the Young Professionals Network.