NAVIGATOR
The Navigator Series elevates the real world of client meetings by leveraging the psychology of financial planning. This innovative training suite tackles how to navigate the meetings that every advisor traverses: screening and introduction, discovery, plan presentation, and ongoing (e.g., annual reviews) engagement.
In four distinct but interconnected Navigator workshops, you will learn frameworks, questions, scripts, and agendas. By zeroing in on financial planning as relationship building and change management, you can hone your voice and scale your business by leaning into leading edge methods based in psychology, decision science, therapy, and coaching. The Navigator series is built to help advisors connect and grow.
To maximize impact, each workshop has limited capacity and the Shaping Wealth team employs experiential learning methods calibrated specifically for busy professionals.
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THE NAVIGATOR SERIES IS IDEAL FOR YOU IF:
You deeply value the advisor-client relationship and want to “level up” your conversations and questions with leading-edge communication strategies and psychology that elevate the relationship.
You are part of a firm with multiple advisors and want to standardize the discovery and onboarding process with best practices.
Your meetings process is pretty good, but you suspect there are modern techniques and strategies you could learn to improve client acquisition, satisfaction, and retention.
The Navigator experience
Screening & Introduction Meeting
WORKSHOP 1
First impressions set the path toward building lifelong client relationships. In this workshop, you will delve into the psychology of connection informing screening and introduction meetings.
We will explore:
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How do consumers of financial advice feel or think about professional advice (nervous, excited, ashamed)?
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How ready (or not) are they to get started?
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How much value does the consumer place on the relationship versus just advice?
With these insights, you will develop your own custom application of the psychology at play. You will walk away with lists of questions for individual meetings and a thoughtful agenda that sets the groundwork for an elevated advisor-client relationship.
Learning Objectives
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Understand what is going on in the mind of the prospective client
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Learn to craft questions and conversation to highlight the value of the relationship
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Consider the connection between screening calls and introduction meetings for better fluidity and relationship building
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Apply conversational skills, such as the “iceberg” method, to agenda building
Discovery Meeting
WORKSHOP 2
Discovery meetings are about more than data–they are also about connection. In this workshop you will first uncover what commonly goes wrong in the discovery meeting. This meeting sets the tone for your working alliance with the future client. Thus, we will learn to avoid common pitfalls like: interrogating, winging it, finding too many problems, having too many future goals, or talking too much about the advice or expertise.
We will explore:
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How to avoid this meeting feeling a bit like an interrogation
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Why finding too many problems is a problem
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When to talk about advice and expertise
You will then apply this knowledge of where things can go off course to your own individualized practices and processes. You will walk away with lists of questions selected and crafted for your own practice and a well-planned agenda to get the data you need plus develop a connection with your soon-to-be-new-client that will pay off for years.
Learning Objectives
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Understand the client mindset during discovery calls
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Learn to craft questions and conversation techniques that highlight the value of the relationship
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Calibrate the connection between discovery and the follow-on plan presentation meeting
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Apply conversational skills, such as scaling questions, to the development of an agenda
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Develop a client-facing expectations document
WORKSHOP 3
Plan Presentation Engagement Meetings
Plan presentation meetings are about more than just presenting the plan. In this workshop you will leverage neuroscience and psychology to next-level this engagement.
We will tackle:
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How much information can a human process?
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How does great advice get watered down?
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How can your questions inspire downstream client action and satisfaction?
Our newfound insight into the brain and decision making will allow us to apply this knowledge to your own process. You will walk away with lists of questions selected and crafted for your individual firm and a well-planned agenda to get prospective clients not only excited to sign-up as clients but delighted to get work done!
Learning Objectives
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Understand the prospective client mindset during plan engagement
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Learn to craft questions and conversation to highlight the value of the relationship
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Consider the connection between questions and engagement
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Design meeting agendas with the science of information processing in mind
Review ("Flourish") Meetings
WORKSHOP 4
Review meetings can be boring–or magical. Achieving magic starts with truly knowing your clients’ status of “fix,” fine,” or “flourish.”
In this workshop you will begin by learning about the three stages of review meetings:
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How are the three stages defined?
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How to know when a client is ready for the next stage?
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What is important to clients at each review stage?
Prepared with new review meeting insights, you will create agendas for the first as well as ongoing review meetings based on lists of questions and conversations that elevate and expand the client-advisor relationship.
Learning Objectives
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Understand client mindset during review meetings
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Learn to craft questions and conversation to highlight the value of the relationship right now as well as how it can evolve
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Consider the connection between questions and deepening the client-advisor alliance
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Design meeting agendas and prepare clients for flourish meetings
2024 / 2025 DATES
COHORT 1
November 5th to February 4th
12pm-2pm CT / 6pm-8pm GMT
Workshop 1: Screening & Intro Meeting
Tuesday, November 5, 2024 &
Tuesday, November 12, 2024
Workshop 2: Discovery Meeting
Tuesday, December 3, 2024 &
Tuesday, December 10, 2024
Workshop 3: Plan Presentation Meetings
Tuesday, January 7, 2025 &
Tuesday, January 14, 2025
Workshop 4: Review Meetings
Tuesday, January 28, 2025 &
Tuesday, February 4, 2025
COHORT 2
January 16th to March 6th
11am-1pm CT / 5pm-7pm GMT
Workshop 1: Screening & Intro Meeting
Thursday, January 16, 2025 &
Thursday, January 23, 2025
Workshop 2: Discovery Meeting
Thursday, January 30, 2025 &
Thursday, February 6, 2025
Workshop 3: Plan Presentation Meetings
Thursday, February 13, 2025 &
Thursday, February 20, 2025
Workshop 4: Review Meetings
Thursday, February 27, 2025 &
Thursday, March 6, 2025
COHORT 3
March 13th to May 1st
11am-1pm CT / 5pm-7pm GMT
Workshop 1: Screening & Intro Meeting
Thursday, March 13, 2025 and
Thursday, March 20, 2025
Workshop 2: Discovery Meeting
Thursday, March 27, 2025 &
Thursday, April 3, 2025
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Workshop 3: Plan Presentation Meetings
Thursday, April 10, 2025 &
Thursday, April 17, 2025
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Workshop 4: Review Meetings
Thursday, April 24, 2025 &
Thursday, May 1, 2025
COHORT 4
May 8th to September 4th
11am-1pm CT / 5pm-7pm GMT
Workshop 1: Screening & Intro Meeting
Thursday, May 8, 2025 &
Thursday, May 15, 2025
Workshop 2: Discovery Meeting
Thursday, May 22, 2025 &
Thursday, May 29, 2025
Workshop 3: Plan Presentation Meeting
Thursday, August 14, 2025 &
Thursday, August 21, 2025
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Workshop 4: Review Meetings
Thursday, August 28, 2025 &
Thursday, September 4, 2025
COHORT 5
September 11th to October 30th
11am-1pm CT / 5pm-7pm GMT
Workshop 1: Screening & Intro Meeting
Thursday, September 11, 2025 &
Thursday, September 18, 2025
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Workshop 2: Discovery Meeting
Thursday, September 25, 2025 &
Thursday, October 2, 2025
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Workshop 3: Plan Presentation Meeting
Thursday, October 9, 2025 &
Thursday, October 16, 2025
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Workshop 4: Review Meetings
Thursday, October 23, 2025 &
Thursday, October 30, 2025
WHAT TO EXPECT
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Each workshop is 4 hours, split into 2 sessions (so each session will be 2 hours).
There will be one week between the sessions to allow for advisor work time and practice.
Self-paced work using custom worksheets designed to optimize the value and impact of your live in-class time
Connections to other advisors and partner practice time - getting in "reps" and feedback from others is one of the most valuable pieces of this experience
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FLEXIBLE LEARNING, TAILORED TO YOUR NEEDS AND SCHEDULE
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Navigator offers workshops designed to fit your unique goals, budget, and schedule. Each workshop is divided into two parts and individually priced at $1,500. You can choose to enroll in one, two, three, or all four workshops, with the entire series available for $5,000.
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We run four cohorts throughout the year, giving you the freedom to mix and match workshops according to your schedule. Whether you want to complete all four workshops for the most comprehensive training or select just the ones that suit your needs, Navigator allows you to create a personalized learning experience on your terms.
Register for Navigator