Build more meaningful connections with help from Equitable and Franklin Templeton Academy

Build more meaningful connections with help from Equitable and Franklin Templeton Academy

Equitable® Savings & Retirement and Franklin Templeton Academy have teamed up with two On-Demand webcasts that can easily fit into any summer schedule.

Reaction to Reason
Emotional intelligence is the capacity to be aware of, control, and express one's emotions, and to handle interpersonal relationships judiciously and empathetically.

Jenn Louth, Senior Learning Consultant, will discuss how advisors can incorporate emotional intelligence into their practice to foster deeper client relationships.  

Register to watch


The Intergenerational Divide
It’s critical to develop meaningful relationships with valued clients’ families, loved ones, and heirs.

Presented by Jocelyn Duncan, Learning Consultant, this session is designed to help you build a bridge with the next generation and equip you with tools and resources.

Register to watch

Join your host, Joseph Trozzo, Investment Sales Vice President, Equitable, along with the Franklin Templeton Academy this summer to learn how you can foster deeper client relationships and more meaningful connection in your practice.

Continuing Education Credits
These webcasts have been accredited for 1 Life continuing education (CE) credit with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. These webcasts are available in English only.

Date posted: July 17, 2024