Most planners and advisors seek to have deeper relationships, build greater trust and have more effective relationships with their clients. As compensation comes under pressure and the public expects more of their advisor, technical knowledge is not enough anymore. Being an exceptional communicator and relationship builder has become even more important. “The 5 Essential Skills™” presentation and training program came out of years of observation, experience and mentoring and training with other planners. The 60 minute presentation seeks to overview why these skills are critical in today’s client relationships, while also providing some understanding and exposure as to how to implement these skills in everyday client interactions. The presentation is engaging, interactive and thought-provoking.