Event Details
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.
