Quick Info
- 2 days (virtual / in person)
- 11 CM/PD credits
- suitable for a single branch, or large group
- Can be scheduled for your convience
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You, Me, and the KYC™
Are you ready to unlock the true potential of Behavioral Finance? Have you ever wondered what it would mean for your business to engage with clients on a deeper, more impactful level? Look no further! The You, Me, and the KYC™ program is here to revolutionize the way financial professionals connect with their clients.
By the end of the program, participants will:
• Learn how to have meaningful conversations that will facilitate the enhanced KYC, KYP, and suitability requirements,
• Improve client satisfaction and retention by engaging in an authentic client-centric manner and
• Reduce their risk exposure and client complaints.
Day 1: All About Self (Me)
Explore and learn how people think, what they believe, and how to work effectively with individuals when conditions may not be ideal - such as a spouse’s death or job loss. Working individually and in small groups, learn how to engage different lenses and viewpoints to gain clarity on your clients’ position versus the position you hold.
Day 2: All About Other (You)
The second day is all about learning about the KYCd model and how it works. This is the day when fears are faced, and difficult conversations are conquered!
This day is all about creating a bank of questions AND learning how to use them with your clients. Working in small and large groups develop the questions and then practice delivering them to your peers.
Day 3: The KYC
Let’s put the theory and practice to the test! The last day is all about working with the new skills and tools you have learned about, with a client.
Working with your group you will meet a new client and complete their KYC!
course outline
CIRO / ADVOCIS / CFP CE Accredited
(18 credits pending)
to know yourself, is TO KNOW YOUR CLIENT.™
learning outcomes
let's talk!
"We no longer live in the setting of historically traditional insurance need based on a few basic facts.
I believe the (bio)socio-psychological perspective is imperative to best business practices in today’s market.
KUDOS to you for recognizing that and bringing KYC into this century !!!"
D.L. - Director, Large Case Underwriting & Risk Management
"cool way to have the KYC discussion. ... you are going to change the way we do KYC’s. Amazing."
SS - Certified Financial Planner
Transform Your Client Relationships with the You, Me, and the KYC™ Program!
Don’t let the competition leave you behind! Embrace the future of client engagement with the You, Me, and the KYC™ program. Elevate your practice, enhance your client relationships, and watch your business thrive as you become the trusted advisor your clients need.
Discover the Power of KYC!
With Point.Shift’s proprietary, psychologically grounded KYC model, you’ll learn how to truly know your clients like never before! This groundbreaking program merges the emotional insights of Behavioral Finance with advanced psychological theories, creating a transformative approach to client engagement. Imagine having the tools to understand your clients’ motivations, fears, and aspirations—empowering you to deliver tailored strategies that resonate with their unique realities!
Empathy: Your Competitive Edge
In today’s fast-paced, highly competitive market, empathy is not just a nice-to-have; it’s your secret weapon! The KYC model is grounded in biopsychosocial, learning, and social identity theories, equipping you with the skills to engage your clients empathetically. The deeper your understanding of their circumstances, the more effective your strategies will be, leading to stronger relationships and greater client satisfaction.
Master Difficult Conversations
Navigating challenging discussions with clients is essential for building trust and ensuring clarity. The You, Me, and the KYC™ program not only teaches you how to initiate these conversations but also provides invaluable opportunities to practice them. Say goodbye to awkward silences and hello to productive dialogue that enriches your client relationships!
Join the Movement Today!
Ready to Transform Your Approach?
Contact us now to learn more about the You, Me, and the KYC™ program and take the first step towards a more empathetic and effective advisory practice! Your clients deserve it, and so do you!