What Their Stories Reveal: Getting To The Heart Of What Matters


Title:  What Their Stories Reveal: Getting To The Heart Of What Matters Most To Your Clients

Speaker:  Susan Turnbull

Date:  Tuesday October 17, 2017

Time:  11:00-12:00 noon PDT/2:00-3:00 pm EDT

1.0 CFP CE Pending Acceptance

$50 Fee for Non-Licensees:  

$25 Fee for Money Quotient Licensees: 


About the Webinar

Get something new for your toolkit for client engagement, values identification and legacy planning. This program will provide an overview of the new Legacy Conversation Tool, which was designed by presenter Susan Turnbull and her colleague Lani Peterson, PsyD., to get clients talking about what is most important to them through the lens of a recollection or experience from their own lives. The 3-step conversational process built into the tool can be universally applied, and creates not only deeply rewarding conversation, but rich source material for your work together, especially when it comes to envisioning and planning for legacy, which can be a difficult topic to bring up or explore.

Learning Objectives

  • Understand how to apply the power of story in a professional setting
  • Recognize the psychological and practical benefits of telling, and listening, to a story  
  • Learn how to initiate and leverage a story/experience from a client's life to reveal important insights and information and to build rapport, trust, and loyalty
  • Be introduced to the Legacy Conversations Tool, a 3-step story-based structure for identifying core values and initiating an imaginative exploration of the subject of legacy

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Price $50.00