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WIPN Atlanta | Enhance your Skills to Connecting and Influencing

February 22 @ 11:00 am - 1:00 pm EST


Join us for lunch, to Enhance your Skills to Connecting and Influencing by recognizing and adapting behavioral signals  

Overview: To be able to influence colleagues, friends, and family members, it is important to first make a connection.

Are there people with whom you just don’t connect? Believe it or not, it could just be a matter of personal style. Understanding your style and recognizing the styles of others can help you better understand what you’re doing wrong, and learn what you could be doing to reach them.

Using an “Aware, Assess, Adapt” framework, this workshop seeks to leave participants with a better understanding of their own preferences, along with a set of recognition questions intended to help you subtly, yet significantly change your communication approach.

Participants will be able to:

  • Understand and articulate the 4 primary behavioral styles
  • Develop a better understanding of their personal preferences and how impact subconscious behavior
  • Articulate the 4 assessment questions designed to determine someone’s style
  • Make the necessary adjustments to their approach

Event Speaker

Robert Montella
Senior Strategist,
Goldman Sachs

Rob serves as a Senior Strategist in Business Practices’ for GSAM’s Strategic Advisory Solutions team. He specializes in the delivery of practice management tools and services designed to improve financial advisors’ business efficiency and productivity. Prior to joining Goldman Sach’s, Rob spent 16 years with Ameriprise Financial, most recently as a Managing Partner with RiverSource University. In that role, he was instrumental in the development and implementation of a program that provided performance coaching and practice management consultation to top financial advisors at over 20 firms. Rob’s work in the areas of Emotional Intelligence and Behavioral Finance has been featured in many industry journals and more recently in the book, “Educating Others to be Emotionally Intelligent.” Rob received his Bachelor’s degree from the Governor’s State University.

Event Sponsors


February 22
11:00 am - 1:00 pm EST
Event Category:


Sara Tegethoff


Swan Coach House
3130 Slaton Drive NW
Atlanta, GA 30305 United States
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