Strong communication is more than speaking clearly. It is listening with intention, understanding the other person’s perspective, and creating a shared picture that builds trust. In this interactive workshop, David Gillis blends 10 years of human factors instruction, five years of TEDx style speaker coaching, and extensive financial education experience to teach practical tools for better client conversations.
Attendees will learn how to recognize when stress, assumptions, or filters are shaping communication, how to adjust their listening to meet clients where they are, and how to speak with clarity once they understand the client’s needs. Through short drills and interactive exercises, participants will practice techniques that make financial discussions smoother, clearer, and more connected. This workshop helps professionals listen better, think clearer, and communicate in a way that strengthens relationships and improves client outcomes.
