Q&A: Communicating and Building Trust with Clients In A Virtual World

Tuesday, August 4, 2020

2:00 PM EDT | 11:00 AM PDT

60 minutes

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Building trust with clients and prospects is the most important way to have lasting relationships. Find out what research shows on how people assess whether you are someone they can trust. Learn the important kinds of verbal communication and body language that open people to trusting you, as well as techniques that will help you better understand clients. Hear how other advisors have established their credibility and trust with clients. Get advice on how to conduct virtual meetings effectively. Ask questions about how to communicate with difficult clients and change the direction of those relationships.


Carol Anderson Headshot

Carol Anderson
Founder & President
Money Quotient

Carol Anderson is the founder and Vice President of Money Quotient. She has an M.S. in Consumer Economics & Family Resource Management and a diverse background in business, education, and financial services. Since 1989, Carol has focused on the issues of financial planning education, retirement preparation, life planning, and productive aging. As a researcher, writer, and consultant, Carol has worked with a broad range of companies and non-profit organizations in designing studies, conducting analyses, and compiling research reports. In addition, Carol has written articles, developed publications, and designed educational tools, materials, and training workshops. She is a member of the Financial Planning Association, Purposeful Planning Institute, and Financial Therapy Association.

Dan Solin Headshot

Dan Solin
Founder & President
of Solin Strategic and Evidence Based Advisor Marketing

Dan Solin is the bestselling author of the Smartest series of investing books, which have been enthusiastically endorsed by The New York Times, The Wall Street Journal, and Vanguard founder John Bogle, among others. Kiplinger’s listed The Smartest Investment Book You’ll Ever Read on its top ten list of the best financial books ever written; two of the Smartest series have achieved best-seller status on The New York Times Review of Books. Dan also writes financial blogs for The Huffington Post and USNews.com.

Bob Veres Headshot

Bob Veres
Editor & Publisher
Inside Information

Bob Veres is Editor and Publisher of Inside Information. He is an entertaining futurist for the financial advisory profession, author of “The New Profession,” and the best source anywhere for the most relevant thoughts, ideas, experiments and practical tips about how to meet the bright future of the profession on its own terms. He has been named one of the most influential people in the financial planning profession and was granted the Special Achievement Award for service to the profession by the National Association of Personal Financial Advisors, and the Heart of Financial Planning Distinguished Service Award from the Denver-based Financial Planning Association.

Dorothy Hinchcliff Headshot

Dorothy Hinchcliff
Advisor Perspectives

Dorothy Hinchcliff is editor of Advisor Perspectives. Prior to joining AP in February, she guided the digital and print versions ofFinancial Advisormagazine, developing the editorial content and building it into an industry-leading resource. She has written extensively about financial planning and other issues impacting financial advisors. She has been a leader in promoting diversity in the advisory profession.