Financial advisors often possess strong technical expertise but struggle to communicate their value clearly during early conversations with prospective clients. When messaging is unclear or overly complex, prospects may fail to see how an advisor’s planning approach applies to their specific situation.

In this session, Derrick Kinney, Founder, Advisor Success, unpacks the psychology behind how prospects evaluate and choose an advisor, then gives you concrete language, scripts, and conversation frameworks you can put to work immediately.

What you’ll learn:

• How to describe your fiduciary role and planning approach in clear, client-centered language
• Which communication habits erode trust before a prospect even decides to engage
• Structured conversation frameworks and scripts designed for stronger first meetings
• How to build rapport and credibility faster in early client interactions
• How to connect your planning approach to what prospects care about most: their goals, their concerns, and how they make decisions

Meet the speaker

Derrick Kinney

Founder, Advisor Success