Advocis Presents: 
A Coffee Talk Webinar
with Elke Rubach 

Coffee Talks is a webinar series by Advocis featuring 30 minute talks on subjects of interest for advisors.

Episode twelve: Client Conversations – What Really Matters

Founded in 2012, Rubach Wealth has undertaken a unique approach to wealth management that begins with a new perspective – that the ‘client’ in the advisor-client relationship is not the client themselves, but rather the people, causes and objectives that each client cares about most. 

Join us on September 10th at 11:00 am EDT for a Coffee Talk with Elke Rubach of Rubach Wealth, as she discusses the right questions to ask and the right conversations to have towards discovering what the deeply-held values and goals of clients truly are – along with tips that can benefit every financial advisor in their business development journey.

Please refer to the chart below for your local timezone:
 

As a benefit of membership, this webinar series is exclusive to Advocis members. Tickets are limited and go quickly. Register today to reserve your spot! 

This episode of Coffee Talks has been approved by The Institute for 0.5 CE credits.