Mindful Advising is a top training resource for mapping a prosperous direction in client "Conscious Communications." Susan Zimmerman, LMFT, ChFC, is a Licensed Marriage and Family Therapist and Chartered Financial Consultant.
Prosperity Clarity for Growth
Susan does consulting for professional advisers. Gain impactful communication skills that:
- engage clients to take positive action steps efficiently and productively;
- help both client and advisor prosper by getting important actions completed fully without costly delays.
- encourage personal growth in difficult times (www.raysofhope.us)
For Your Firm-Sponsored Client or Company Events
Let Susan do the speaking for you! Susan strengthens the client/advisor connection with her empathic and engaging delivery as a speaker and listener at your conferences.
She is an active member of the National Speakers Association (NSA), which keeps her polished in platform skills and professional leadership. Her pre- and post-event consulting in customized communication skills for specific cases becomes an easy-to-follow roadmap for advisors that:
- shortens the planning process;
- increases plan implementations;
- makes follow-up actions easier.
Mindful means aware and attentive. With Mindful Advising, your awareness of client issues grows as your ability to attend to the emotional component of their reasons for action (or inaction) improves dramatically. Your skill and confidence soars in helping clients improve their conscious choice and decisive actions about solutions you provide.
Let Susan's creative applications help your business grow. You'll find:
- Client relationships are deepened;
- Trust is established and retained more quickly;
- Clients transfer larger percentage of their assets to your care;
- Referrals and introductions increase naturally;
- Client interviews reveal more in less time;
- How to help clients eliminate bad habits in a non-defensive way;
- Plan executions flow smoothly and don't end up in a mysterious stall;
- No more stopping midstream or only getting done half-way;
- Increased comfort with helping clients resolve conflict.
Clients and advisers alike report feeling greatly encouraged and energized to make the most of their unique strengths, resolve dilemmas, and take action in a positive way. They don't feel pressured to act; instead they are motivated to act because they trust that they are understood deeply.
"Since doing the exercises with you I have had some breakthrough thoughts for both my business activities and my personal financial planning. Great insights continue to come that help me build on my success and leave my old struggles behind." ~WGE
