How To Have Better Client Conversations Around Health and Wealth

Overview:

This session will explore why health and wealth conversations are essential to modern financial advice, and how to have them more effectively. Drawing on research, clinical guidance, and behavioral science, we’ll cover techniques for building trust, showing empathy, asking open-ended questions, and addressing sensitive topics such as cognitive decline. Attendees will also see how AI-powered coaching tools can help professionals rehearse and refine these conversations, increasing both confidence and client satisfaction.

Why you should Attend:

Talking about money is hard. Talking about health is even harder. But the most successful advisors are those who can confidently and compassionately address both. This session will show you how to initiate, structure, and sustain productive conversations about health, aging, and financial decision-making, using proven communication techniques and behavioral insights.

Areas Covered in the Session:

• Why health and wealth conversations are inseparable
• Understanding the emotional and psychological dynamics behind financial discussions
• The four core principles: empathy, curiosity, patience, and respect
• Practical communication strategies and sample conversation scripts
• Early identification of clients at risk of diminished capacity
• How to engage family members and establish trusted contact frameworks
• Using AI-powered training tools to improve client interactions

Who Will Benefit:

• Financial advisors and planners
• Client relationship managers
• Compliance and risk officers
• Estate and retirement planning professionals
• Professionals supporting aging clients and families