Better judgment. Better conversations. Better KYC.
You, Me, and the kyc™
What You, Me, and the KYC™ is
You, Me, and the KYC™ is an applied learning program designed to strengthen professional judgment in real client moments. It helps you interpret client context, ask better questions, navigate tough conversations, and connect recommendations to what matters most, without sounding scripted or salesy.
What changes after this program
Meetings move forward
- Clearer questions
- Less circling and rework
- Faster resolution of what is actually going on
Client trust deepens
- Clients feel understood, not interrogated
- More meaningful disclosure
- A calmer, clearer “why”
Recommendations feel cleaner
- Less hesitation and second-guessing
- Stronger follow-through
- Better alignment between client reality and advice
A quiet benefit is that documentation becomes easier because the thinking was clearer in the meeting.
The framework:
Me, You, and the KYC
This program strengthens three capabilities that show up in every strong advisory practice.
Me:
Stay clear under pressure
Recognize your default pattern when stakes are high. Avoiding, rushing, over-controlling, over-documenting, or hesitating. Learn how to reset and think clearly in real time.
You:
Handle hard conversations with steadiness
Ask what needs to be asked without becoming blunt, vague, or overly directive. Build clarity without damaging rapport.
The KYC:
Translate real life into clean recommendations
Use a repeatable structure to interpret client context and connect it to suitability and advice. Your rationale becomes easier to explain because it is clearer in your head.
Who this is for
- Advisors who want better conversations and stronger client relationships
- Advisors who work with complex households and real life change
- Branch leaders and practice managers who want more consistency across teams
- Compliance and supervision leaders who want clearer reasoning and fewer preventable issues
How it works
- Format: Live cohort, blended, or on-demand with live support (choose what applies)
- Practical tools, prompts, and job aids you can use immediately
- Scenario-based learning grounded in real client meetings
- Optional firm delivery available for dealer partners
Designed to fit real schedules. Built for immediate application.
This is not therapy and not generic soft skills training. No personal disclosure required. This is professional development focused on better judgment, better conversations, and clearer recommendations in real client situations.
Frequently asked questions
No. It assumes you already know the rules. It focuses on how you apply them when the client story is complex.
No. It is professional development for advisors. No personal disclosure required.
Practical. You will leave with prompts, language, and a repeatable structure you can use in your next client meeting.
No. Experienced advisors often get the most value because the focus is pressure, complexity, and real-world execution.
Better conversations produce better information. Better information supports clearer reasoning. Clear reasoning makes documentation easier and more consistent.
