This session dives into the practical and mindset shifts required to move from being perceived as a product seller to becoming a trusted advisor. Participants will explore common behaviors that lead to transactional, product-focused conversations and learn how these can be replaced with a more client-centric approach grounded in trust, empathy, and long-term value creation. The discussion highlights why today’s clients expect deeper understanding, guidance, and clarity—not just recommendations or sales pitches.
Through real-world insights and a coaching-based perspective, Mariel Tablan will guide participants in reframing client conversations by asking better questions, listening with intention, and aligning solutions with clients’ goals and life priorities. By the end of the session, participants will have a clearer framework for strengthening credibility, deepening relationships, and positioning themselves as long-term partners in their clients’ financial journeys rather than short-term product providers.