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Conversations That Close – LIVE with Carey Yukich
November 9 @ 1:00 pm - 1:30 pm
Most advisors have refined what they say in a client meeting. Far fewer have heard how those words actually land. In the first of this two-part series, Carey Yukich, Co-Owner and Financial Planner at TrueWealth Advising Group, Inc., opens up her playbook and brings one of her clients along to respond in real time.
Carey will walk through the language and techniques she relies on in client conversations: how she opens, the questions she asks, and how she guides people toward decisions. Her client will then share what those moments felt like from their side of the table: what built trust, what made them lean in, and what moved them to act. You’ll hear the advisor’s intent and the client’s reaction side by side, which is something you rarely get outside your own meetings.
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This session is for any advisor who wants to test their client conversations against the perspective that matters most. Join us in November, and come back in December for Part 2.
Speakers:
Carey Yukich | Co-Owner & Financial Planner at TrueWealth Advising Group, Inc
