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The Model FA


Jan 4, 2021

Our president, David DeCelle, sat down to speak with Ivan Farber, a consultant and an author on a mission to give you a clear formula for conversational success. 
Virtually every financial advisor has heard about (or read) "How to Win Friends and Influence People" by Dale Carnegie.

However, many have walked away from that landmark book wondering about how to implement those ideas in their own conversations. Ivan's work sets out to give professionals specific, practical tools to level up their conversations — and through them, the quality of their impact and positive change. 

In this Part 1 of the episode, Ivan shares tips you can use to proactively monitor conversation engagement. 

What's the level of rapport? 

Does the other party like what's happening?
Do they trust what's happening? 

Do they like you?


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