Empathic Conversation:  Participants learn to understand the force that motivates trust in financial matters and how to make genuine connections on matters that matter most. Participants will will learn how to find stories and illustrations from life, hobbies, and interests that can be used to explain products and services offered to clients.

Becoming a Better Biographer:  Participants will learn Mitch’s breakthrough "Q2 Inquiry Method" and learn how to ask the irresistible question that not only helps them to understand their clients better, but also forges stronger connections. Financial professionals will learn to build better relationships by asking better questions.

Three Questions:  Participants will learn the three questions that unlock the client's story: past, present, and future.