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Join Chris Heye, PhD, Founder and CEO of WhealthCare Planning to learn skills to discuss “sensitive” topics with their clients. Class participants will gain confidence learn how to initiate and sustain client discussions about health, wealth, and cognitive decline utilizing expert-informed conversation recommendations, starter scripts, and empathy.

Webinar Objectives:

  • Build trust: Learn how to create a safe and supportive environment for clients to discuss “difficult” topics
  • Enhance relationships: Build loyalty by showing your clients that you understand their needs and concerns
  • Be more confident: Raise your level of comfort and confidence when speaking with clients about topics at the intersection of health, wealth, and cognitive decline

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