Synopsis

The Estates, Trusts and Business Succession areas are ripe with the potential for strong emotion and delays that can lead to client and advisor risk. However, you do not need a graduate degree in psychology to help clients navigate these issues more effectively and, therefore, the overall planning process.

This workshop has been specifically designed to help professional advisors in the Estates, Trusts and Business Succession areas manage the difficult client conversations that arise in their practices with greater skill and confidence.

You will learn the key themes that make conversations difficult and how to enhance your ability to manage those challenges in the context of Estates, Trusts and Business Succession practices. Insights into how people make decisions, including common judgment errors, will also be examined.

You will leave the workshop with specific techniques to increase your ability to manage difficult conversations and client decision making related to Estates, Trusts and Business succession thereby reducing stress and risk while increasing productivity as well as advisor and client satisfaction.

Learn about workshop benefits and who should attend

Session Details

Toronto Facility

Stitt Feld Handy Group’s state-of-the-art facility has been specifically designed to meet the needs of executive training, with spacious lecture rooms and multiple breakout rooms.

More about our Toronto facility

Discount Policy

  • If your organization registers 5 or more participants at one time for any of our public workshops, we will provide a 15% discount for each of those registrations. In addition, your organization will also receive 15% off on any additional registrations received in the same calendar year.
  • Alternately, if your organization submits 6 registrations for any of our public workshops during a calendar year, we will provide a 50% discount on the 6th registration. In addition, your organization will then receive a 15% discount for any additional registrations received in the same year.

Experiential learning format was very effective. I truly internalized excellent facilitation skills.  Great content.  Nice use of humour and personal stories.  Instructors were very knowledgeable.  Their subject matter expertise was apparent

Ann Reich, AIM Trimark Investments, Toronto, ON, Canada

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Faculty of Law Seal

Graduates receive a certificate from the University of Windsor Law School.

Canada Job Grant

Up to $10,000 available per person.