Livre blanc
5 Steps to Better First Meetings 
January 2023

Explore the five steps necessary for running purposeful, coordinated and conclusive meetings.

Workbook
Chasing Positivity 
April 2023

Apply the 3 Dynamics framework to help inspire clients to act in their best interests.

The Advisor Institute | Morgan Stanley Investment Managment

The Advisor Institute

Take client relations to the next level.

About

Since its founding in 2008, the Advisor Institute has been committed to providing strategies and insights to help advisors attract new clients and deepen client conversations and connections.

 

3

 

Chase Positivity to
Inspire Action

The 3 Dynamics of Chasing Positivity® is a framework anchored in the principles of positive psychology that helps advisors communicate empathically, collaborate consciously, and inspire clients to take action.

Contact Us About This Program

Since its founding in 2008, the Advisor Institute has been committed to providing strategies and insights to help advisors attract new clients and deepen client conversations and connections.

Converting prospective clients into clients takes a certain mindset and a degree of artistry in four dimensions of conversation.
The 3 Dynamics of Chasing Positivity® is a framework anchored in the principles of positive psychology that helps advisors communicate empathically, collaborate consciously, and inspire clients to take action.

Resources

“This is a career moment to attract tomorrow’s clients, deepen client connectivity and fortify your inner circle.”

David Richman

Managing Director, Advisor Institute

 

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