Ryan Law

Financial planners seek to build successful relationships with their clients, which can only be done by listening well or seeking to understand. Ryan will discuss the importance of seeking first to understand and will share practical tips for putting the principles into practice.

This topic is best as an add-on or follow-up to “Seek First to Understand.” It is critical for financial professionals to be able to express their thoughts and opinions clearly and in a way that will inspire their clients to follow through. In this presentation, Ryan will share the latest research about how to communicate your ideas with clients best and share actionable steps for putting the principles into practice.

The most fundamental thing we do as financial advisors is to inspire our clients to make positive changes in their lives. However, we know from research (and personal experience) that change is hard! Ryan has spent years studying change, habits, success, neuroscience, mindset, and more. Through that research, he has created a model of human behavior that explains why we do the things we do and what we can do to be successful in making changes. In this interactive presentation, Ryan will bring all of this research and practice together and present his model of human behavior along with a simple 5-step plan that you can use immediately to start making positive changes in your own life and with your clients.