Highly effective habits
Drive better outcomes for you and your clients. See the concepts.
The most effective financial professionals in the business build trust, build efficiency, and build simplicity in their everyday client interactions. Learn how to embrace these concepts and drive better outcomes for you and your clients.
View the program overview
Build trust Key concepts
- Master the skill of listening to understand
- Understand how to ask the right questions to engage your client
- Best practices you can use to fuel better client meetings
Build efficiency Key concepts
- Understand how to create the best client experience
- Tailor your service model by client segment
- Learn how to ask for feedback and earn referrals
Build simplicity Key concepts
- Focus on what your client is trying to achieve
- Lead with how your client will benefit from solutions
- Learn how to avoid all-or-nothing language
Building trust video series
Lincoln’s leaders share techniques from the most effective advisors to build a better client experience and be more effective every day.