4 Ways Highly Emotionally Intelligent Advisors Lift Client Sentiment

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.

Competency Level: Intermediate
FPA Competency: Critical Thinking, Client Care & Communication
CFP Board Topic: Professional Conduct & Regulation
CFP Board CE Credit Hours: 1

By the end of the presentation, participants will be able to:

• Understand what actually drives client sentiment. Learn how life events, fears, and conversation dynamics shape how clients show up AND how they leave.
• See what top advisors do differently when meeting with clients. We’ll break down real examples across four key behaviors with live coaching: talk time, open-ended questions, empathy, and emotional check-ins.
• Apply simple shifts that lead to better outcomes, Walk away with practical ways to guide conversations toward trust, clarity, and forward momentum.