How to connect emotionally with prospective clients in an AI World
The Personal Finance Society Kent and London have organised an exclusive 1-hour soft skills training session for all members, experienced and new, who wish to brush up on or learn these specialist skills.
These sessions will be of particular interest to financial advisers, general insurance brokers, and mortgage advisers, but the techniques apply to anyone working within the Insurance and Financial Services professions.
OBJECTIVES: To obtain new client soft skills.
SOLUTION: 1-hour coaching presentations.
Session – Tuesday 15th December 2026 (Online, 10am–11am)
Topic: How to connect emotionally with prospective clients in an AI World
• Understand the importance of emotional connection in a marketplace increasingly influenced by AI and automation.
• Identify the key elements that build trust quickly in client and prospect conversations.
• Apply specific questioning techniques to uncover client feelings and emotional drivers.
• Demonstrate how to use tone, language and pacing to create stronger rapport in digital, phone and face-to-face interactions.
• Implement practical communication strategies that differentiate human advisers from AI tools and competitors.
Sign up with the link here.