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BAC Foundations

How to Be Likable (BAC Workshop 05)


Description

Course OverviewClient+Connection.jpg?format=2500w

Course contents (download files here)
Content
  • Opening
  • Presentation of instructors (01:28)
  • Business Advisor Certificate (BAC) Introduction (02:50)
  • BUILDING TRUST AND RAPPORT WITH CLIENTS
  • Workshop Introduction: Client Connection | How to Be Likable (01:47)
  • Client Connection Confidence Scorecard
  • Advisors Insights: What are you doing to build trust and rapport (08:00)
  • Key elements of verbal communication
  • 5 Key elements of verbal communication: How to be likable (01:22)
  • How can we make clients like us? (01:09)
  • Key Elements of Verbal Communication Framework
  • 1. Empathy: “I can imagine how you feel” (00:30)
  • 2. Genuine Interest: “Tell me more” (00:34)
  • 3. Active Listening: “Let me understand” (00:54)
  • 4. Shared Experience: “I know this from myself” (00:28)
  • 5. Validation: “It makes sense” (00:24)
  • 6. Gratitude: “Thanks for sharing this” (03:32)
  • 7. Respect: “Excuse me. Please. Thank you” (05:25)
  • 8. Authenticity: “The truth is" (02:09)
  • 9. Openness: “Let me think about this” (02:34)
  • 10. Humor: “It’s funny!” (01:35)
  • Wrap up Elements of Verbal Communication (02:13)
  • Key Elements of Verbal Communication Pro-Tool
  • Advisor Insights: How can you communicate to build more rapport? (11:58)
  • Key elements of non verbal communication
  • Key elements of non-verbal communication: How to be likable (02:48)
  • How can we make clients feel comfortable in our presence? (01:00)
  • Key Elements of Non-Verbal Communication Framework
  • 1. Eye Contact (02:13)
  • 2. Posture (01:04)
  • 3. Facial Expressions (00:59)
  • 4. Body Language (01:57)
  • 5. Appropriate Touch (02:47)
  • 6. Micro Expressions (01:22)
  • 7. Calm Gestures (00:58)
  • 8. Tone of Voice (02:18)
  • 9. Appearance (01:46)
  • 10. Proximity (01:19)
  • Wrap Up: Key elements of non-verbal communication (00:59)
  • Key Elements of Non-Verbal Communication Pro-Tool
  • Advisor Insights: How do you build rapport through body language? (04:37)
  • 6 steps in a good conversation
  • How can we ensure positive client conversations? (01:17)
  • 6 Step in a Good Conversation Framework
  • 1. Connecting: Icebreaker, Welcome, Introduction (01:41)
  • 2. Engaging: Asking questions, paraphrase to show understanding, clarify (00:43)
  • 3. Sharing: Insights, thoughts, contributions (00:50)
  • 4. Exchanging: Recognition, empathy, common ground (00:24)
  • 5. Summarizing: Conclusions, next action, next meeting (01:16)
  • 6. Closing: Application, positivity, farewell (01:01)
  • Wrap Up: 6 Steps in a good conversation (00:54)
  • 6 Step in a Good Conversation Pro-Tool
  • Advisor Insights: What will you change in conversations with clients? (01:52)
  • Wrap up
  • Workshop Wrap Up: Client Connection | How to Be Likable (02:10)
  • Closing: What is your personal take-away from this workshop? (04:37)
Completion rules
  • All units must be completed
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