These three modules cover different aspects of intergenerational communication.
All client interaction is confidential.

“If Only You Understood”,  An Intimate Dialogue Between Parent and Adult Child

This one and a half hour program was introduced at NorCal 2009, and is accepted as a CFP Certification Education Program for 1.5 CE credits. It depicts  different generational values, norms and ways of communicating utilizing video scenarios and follow up analysis. Participants immediately understand how emotional resistance slows and sabotages the planning process.

Participants will learn:

• The three big taboo conversations between generations
• What derails conversations and why people bring resistance to the planning process
• Tools to move conversations forward to help clients achieve their goals

For More Information about Registration and Fees:
info@financialconversationswithheart.com

Or Call Cathie Orlowski at 408-225-1260

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Client-Centered Conversation:  Creating Positive Client Outcomes

This four hour session teaches advanced communication models, techniques and strategy to help you solve client problems with efficiency and care. You will learn beginning mastery skills that help you breakthrough client resistance and failure to stay on an agreed upon financial plan. This program is accepted as a CFP Certification Education Program for 4 CE credits.

Strategies Participants will learn:

~A proven framework supporting deep and meaningful conversations that create change and movement

~Problem solving techniques that break through resistance

~How and when to endorse a referral

For More Information about Registration and Fees:

info@financialconversationswithheart.com

Or Call Cathie Orlowski at 408-225-1260

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The Art & Skill of Facilitating Financial Conversations

Communication is both a skill and an art. This is an integrative workshop using role playing, videos, case studies and practice sessions to build your skill in facilitating financial conversations. This is an accepted CFP Certification Education Program for 3 CE credits.

Tools Participants will take home:

• Eight facilitation skills that move financial conversations forward
• Mastery skills for active listening
• How to hear what isn’t being said

For More Information about Registration and Fees:
info@financialconversationswithheart.com

or Call Cathie Orlowski at 408-225-1260

We schedule 30 days in advance.  All client interaction is confidential.  Please feel free to contact us for more information.  We are also available for Client Appreciation Events.