In a period of rapid change, financial advisors must learn how to deal with stress and build resilience, for themselves and their clients. In this episode, host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – sits down with Dr. Tim Ursiny, Founder of Advantage Coaching & Training, and discusses how to use emotional intelligence to build powerful, trusted relationships with clients.
In this episode, Dr. Ursiny explains how to meet a client’s greatest need – to be heard – and why that ultimately leads to greater personal satisfaction for the client and the advisor.
In this episode, you’ll hear:
As a speaker and certified business coach, Dr. Ursiny shares his expertise in areas such as communication skills, navigating change, coaching, and helping individuals and businesses achieve quality and balance in life. He is the author of several books, including “The Confidence Plan: How to Build a Stronger You”, “Coaching the Sale” and “The Top Performer’s Guide” series.
Ways to contact Tim and access related resources:
Website: advantagecoaching.com Email: firstname.lastname@example.org
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR-0818-00723