CASTS: A Smarter Way to Navigate Advisor Client Conversations
| 30 minutes
Senior Vice President, Head of Global Consulting
In this 30-minute live event, Jason Chura, Head of Voya Global Consulting, introduces CASTS, a performance psychology framework that helps advisors recognize what drives different clients and adjust how they show up in the moment.
Advisors don’t lose momentum with clients because they lack technical expertise. They lose it when conversations stall, trust feels shaky, or the same recommendation lands very differently from one client to the next.
You’ll walk away knowing how to:
- quickly spot five common client identities
- make small, practical shifts that reduce resistance, build confidence, and keep conversations moving forward, especially when the stakes are high
This session focuses on real advisor scenarios: discovery meetings that don’t quite click, clients who push back unexpectedly, and moments of uncertainty where how you communicate matters as much as what you say.
Who this is for: Advisors who want conversations to feel easier, more productive, and more human.
Senior Vice President, Head of Global Consulting
