In the Client’s Shoes Workshop, March 11, Dallas


In the Client’s Shoes is a half-day workshop with Interactive cases of clients preparing for, managing and adapting to life transition events. Find out more about how it feels to be your client.

Transitions are human events that ripple change throughout the lives of individuals and families. We are trained in the technical elements of change, but not so much on the personal side. This workshop, built around real-life interactive cases, is designed to provide an experience of what it is like to be a client facing major life changes. This is an opportunity to role play a client and discover fresh insights and solutions. Planners have said these interactive case have permanently changed them and the way they work with their clients. The workshop includes three universally practical and effective client tools for managing the complexities of life transitions for existing and new clients. 

This workshop is open to everyone; it has no prerequisites.

  • 4 hours of CFP CE
  • Experiential learning
  • Practical tools and proven methodology for financial transitions management
  • A dive into three primary tools of the Financial Transitionist®
  • Lunch Included
    Seats are limited. Register NOW!

Hilton Dallas/Southlake Town Square

1400 Plaza Pl, Southlake, TX 76092

1:00 PM – 5:00 PM



A full refund is available for cancellations at least 30 days prior to an event. For cancellations less than 30 days from the start of an event, a credit toward future events will be applied.

20 in stock