
Financial Planning | On-Demand Webcasts
Leading with Empathy in Financial Services and Beyond
Studies reinforce what makes intuitive sense: increasing empathy can lead to a more successful business. Despite increasing public trust in business as a whole, trust & empathy in the financial services industry lags behind many comparable sectors. The key to winning over clients and employees in financial services and beyond could be conveying empathy and authentic, personal connection in communication strategies.In this webcast, Hilary Fiorella, Executive Director of The American College Center for Women in Financial Services, and Karen Atwell, Chief Strategist at Dynamic Perspectives LLC, hold an in-depth discussion of how demonstrating empathy can increase engagement, loyalty, and sales performance, including how to define and understand empathy in a business context, learning to recognize and respond to the emotions of others, and maximizing effectiveness, ease, and emotional connection in professional relationships.
May 20, 2021
May 20, 2021

Special Needs Planning | On-Demand Webcasts
Preserving Government Benefits for Individuals with Special Needs
May 13, 2021

Practice Management | On-Demand Webcasts
Next-Gen Advice: Why and How to Modernize Your Marketing for Modern Clients
May 07, 2021

Diversity, Equity & Inclusion | On-Demand Webcasts
CAAFP Breakout Session #3: “Moving Forward Together to Close the Wealth Gap”
April 30, 2021

Diversity, Equity & Inclusion | On-Demand Webcasts
Understanding Financial Planning Challenges Facing Modern Women
April 28, 2021

Philanthropic Planning | On-Demand Webcasts
The Kevin O' Connor Philanthropic Innovation Case Study
April 21, 2021

Retirement Planning | On-Demand Webcasts
Communicating Retirement Concepts in a Changed Consumer Environment
April 13, 2021

Philanthropic Planning | On-Demand Webcasts
Inspiring Leaders in Philanthropy - Promoting Economic Mobility in Underserved Communities
April 01, 2021

Special Needs Planning | On-Demand Webcasts
Understanding the Role of Special Needs Trusts in Special Needs Planning
March 12, 2021

Practice Management | On-Demand Webcasts
How to Build a Personal Brand and a Better Business as a Female Financial Professional
March 11, 2021

Retirement Planning | On-Demand Webcasts
Steve Parrish and Ed Slott Discuss 2021 IRA Strategies
March 10, 2021

Practice Management | On-Demand Webcasts
An Optimal Client Service Model - CAAFP Breakout Session 2
February 19, 2021

Special Needs Planning | On-Demand Webcasts
Understanding and Approaching Families Living with Individuals with Disabilities
February 12, 2021

Retirement Planning | On-Demand Webcasts
Retirement Income Literacy for Women: Perspectives and Opportunities
February 10, 2021