This interactive session dives deep into the transformative power of building strong client relationships. We'll explore the "why" behind connection, emphasizing the importance of understanding a client's background and goals. Through engaging exercises and practical techniques, you'll discover strategies to build trust, delve deeper into your clients' financial stories, and foster a partnership that supports them to achieve their goals.

This session will discuss the origins of the Massachusetts statewide FSS Coordinator Group, a body that regularly convenes to collaborate and share best practices in FSS. Attendees will learn about the benefits of collaborating across programs, the achievements of the group to date, and tips and tracks for how other states can create a similar group for their FSS programs.