Keynote - Hearing the Signal through the Noise: Forecasting the Needs of Our Clients

Why empathy? Why not sympathy? This session will take an in-depth look at how financial service providers can remain steadfast on the signal(s) necessary to forecast and address their clients' needs: emotionally and behaviorally. By the end of this session, financial planning practitioners will understand the influence of empathy on intuition and, thusly, one's ability to forecast the needs of their clients.

Learning Objectives:
• Understand how to differentiate between empathy and sympathy
• Discover how to apply an empathetic lens towards your clients
• Learn how to recognize the noise and disconfirm your own biases