When client sentiment improves during a meeting, they’re significantly more likely to trust your recommendations, move forward, and deepen the relationship.

This webinar breaks down how top-performing, high-emotionally intelligent advisors consistently lift client sentiment (and how you can apply the same behaviors immediately).

You’ll walk away with both:
The data (the “what”) — what’s actually happening inside the best client conversations
The playbook (the “how”) — how to shift your own meetings to create stronger outcomes

And perhaps most importantly:
Small changes in how you structure conversations can meaningfully improve how clients feel, and what they decide to do next.

Diana Cabrices, Chief Evangelist

You know the feeling. A prospect seems genuinely interested, books the meeting, nods along, and then goes quiet. Not a decline, just gone. Most growth-minded planners read this as a marketing problem, or write the person off as a bad fit, and respond by spending more to fill the funnel. It rarely is either one.

This session draws on hundreds of interviews Francesca has conducted with people who hired a financial professional, and on a pattern she has seen repeat across them: the seven distinct beliefs every prospect must form before committing, and a close look at the specific points where great prospects most often stall.

You'll leave able to spot where your own process is losing people, understand why "they booked the meeting" isn't enough, and walk away with one concrete change to make before your next first appointment.

When someone who needs planning goes quiet, that's a breakdown in your process, not just a lost client, and it's fixable without spending another dollar on marketing.

Francesca McLin,

Retirement decisions often hinge on knowledge consumers do not realize they lack. In this session, Jamie Hopkins, co-creator of the Retirement Income Literacy Study, interviews Eric Ludwig about findings from multiple waves of consumer research and a companion study of financial advisors. They explore persistent retirement-income knowledge gaps, the disconnect between confidence and actual understanding, the impact of working with an advisor on retirement outcomes, and links between professional designations and advisor literacy. The conversation concludes with practical strategies for improving client education, identifying misunderstandings, and communicating expertise clearly without overwhelming clients while helping advisors build trust through informed conversations.

Eric Ludwig, Ph.D., CFP®, RICP®, Director, Center for Retirement Income

Jamie Hopkins, Esq., MBA, CFP®, LLM, CLU®, ChFC®, RICP®, CEO of Bryn Mawr Captial Management and Chief Wealth Officer of Byrn Mawr Trust and WSFS

Stephen J. Resch, CLTC, Vice President Retirement Strategies Division