DEVELOP: Winning hearts & minds: The art of influence for financial advisers
Speakers
Watch AJ's video
In this interactive session, AJ explores the psychology and neuroscience of influence gained through 10 years of professional speaking across seven countries. You’ll learn his TLC Framework - a set of principles to build trust fast, and deepen client relationships to empower them to make critical financial decisions, while maintaining your integrity and professionalism.
Unlike traditional personal branding workshops, this masterclass goes deeper, revealing how finance professionals can use storytelling, emotional intelligence, and strategic communication to stand out, connect meaningfully, and influence ethically.
•Build Trust Authentically: Establish credibility and rapport before your very first interaction.
•Communicate with Impact: Use storytelling and strategic framing to cut through biases and bridge generational gaps.
•Foster Deeper Engagement: Guide clients to confidently embrace your advice and act on it.
•Turn Clients into Referrers: Inspire genuine advocacy by delivering connection alongside value.
In a world where trust is currency, your ability to communicate with clarity and confidence is your greatest asset. Join AJ Kulatunga and learn how to turn conversations into clients through the power of influence and impact.
If you are interested in this session, make sure you attend at Congress as it is not being recorded.
Learning Outcomes
Attendees will learn about the following:
- Build Trust Authentically: Establish credibility and rapport before your very first interaction.
- Communicate with Impact: Use storytelling and strategic framing to cut through biases and bridge generational gaps.
- Foster Deeper Engagement: Guide clients to confidently embrace your advice and act on it.
- Turn Clients into Referrers: Inspire genuine advocacy by delivering connection alongside value.
Date & Time: Thursday, November 20, 2025 • 8:45 AM - 9:45 AM
Location: Riverside Theatre
Type: Session