Learning Outcomes :
By the end of this video session, learners will be able to:
- Understand the Golden Circle framework (Why, How, What) and its role in building trust, clarity, and influence.
- Define a clear personal “Why” that aligns with their values, purpose, and long-term direction as a financial professional.
- Apply the Golden Circle in client communication, shifting conversations from product features to meaningful outcomes.
- Differentiate themselves from competitors by using purpose-driven messaging to build emotional connection and long-term client relationships.
