Speak with Impact: Effective Communication in a Noisy World

What’s the most important skill to master as a financial planner? Is it implementing investment strategies? Running financial planning software?

It’s a bit of a trick question, because the real answer is none of the above. On their own, neither will help you bring in prospects and maintain healthy client relationships over time.

The key skill you need to be a successful financial planner is communication.

Our ability to communicate effectively in a world full of information overload can be the difference between career success and failure. And that’s why we are bringing in two experts to help you nail your verbal and written communication skills.

What: NexGen Sponsored Communication Skills Panel Event with Featured Experts

When: Wednesday, October 4 from 6-8pm

Where: 50 Milk Street, 20th Floor, Boston, MA 02109

Bonus: Catered barbeque from the Smoke Shop, plus beer and wine (non-alcoholic beverages will also be available)

SPONSORED by Joshua Gilbert of BMO Global Asset Management

Kali Hawlk is the founder of Creative Advisor Marketing, an inbound marketing firm that helps financial advisors grow their businesses by creating compelling content to attract prospects and convert leads. She started CAM to give financial pros the right tools to build trust and connections with their audiences, and loves helping advisors find authentic ways to communicate in a way that resonates with the right people.

Patricia-Maria Weinmann is the Co-Founder of Gabriel Communications, a company that helps clients provide clearer, more powerful communication. She has an extensive background in performing, public speaking and training for public presentations. A respected teacher and successful stage director, Trish has successfully educated people to recognize and develop their own styles and talents. Moreover, she has developed innovative and effective strategies for people of diverse professional backgrounds to improve and enhance their public speaking and presentations skills. For over 20 years, Trish has served as the associate coordinator of the Technology and Culture Forum at MIT.

These experts will share examples of how we can communicate verbally through face-to-face and video interactions AND online or through print via the written word. Whether we find ourselves trying to catch the attention of our prospects and clients in a meeting, on social media, or any number of other communication channels, we need to speak with impact.

Join us for an awesome night of networking and communication. Beer, wine, and barbecue will be a bonus!

Reserve your spot here.