REGIONS ADVISORS HUB
Your Daily Hub for Trust-Driven Client Communication
Training, tools, tips, and community for Regions Financial Professionals.
GET CLIENT COMMUNICATION TIPS
Your Event Take-Home Resources
Missed something during the keynote or breakout? Download everything you need to put these ideas into action today.
Words That Win Breakout ResourcesÂ
A downloadable PDF with the key strategies, examples, and templates from the breakout.
Keynote Worksheet
The companion worksheet from Jason’s keynote to help you implement the four communication habits with your clients.
WITH or AT AssessmentÂ
A quick self-assessment to see where you stand on healthy vs. toxic communication patterns.
Stay Equipped. Stay Inspired.
Choose how you want to grow with us:
- Sign up for the Client Communication Guide (Weekly)—A free tip every week to sharpen your skills.
-  Subscribe to the Speak with People Podcast—Insights from top leaders and communicators.
-  Follow the Speak with People Blog—Articles, frameworks, and fresh ideas to help you lead better conversations.
Ready for the Next Level?
When you’re ready to move from learning to transformation, our premium offerings help you multiply your impact:
- INSIGHTS – Subscribe to The Client Growth, Referral and Retention report.
- The Collective Mastermind – Join a community of high-level financial professionals committed to mastering trust-driven sales and leadership communication.
- Coaching – Private or team coaching packages designed to help you implement our frameworks, boost performance, and drive results.
A Free 6-Part Webinar Series for Branch Teams & Financial Professionals
Why This Training Matters:
In today's fast-paced financial world, it’s not enough to just serve clients, you have to connect with them. The Frontline Referrals series equips frontline staff and financial professionals with the communication skills needed to turn every hello into a referral opportunity.
This training helps teams build trust, uncover real client needs, and create a thriving, client-first referral culture that drives long-term growth.
LEARN MOREGet the Exact Tools You Need, Right Now.
Whether you’re new to client conversations or a seasoned pro, these curated playlists help you deepen trust, increase sales, and multiply referrals. Start learning today:
Master Client Communication
Daily bite-sized training videos that help you shift from transactional to transformational conversations.
Speak with Your Client Podcast Series
Episodes designed specifically for financial professionals on the frontlines of client communication.
Frontline Referrals
Practical strategies for tellers, licensed bankers, and branch staff to create referral cultures that actually work.
Equip Your Entire Team to Speak With Clients
Great communication isn’t just a personal skill, it’s a team advantage. These downloadable tools are designed to help your whole branch, office, or advisory team build trust, earn referrals, and deliver a consistent client experience. Grab what you need and start using it right away.Â
C.L.I.E.N.T.S.™ Framework
A step-by-step client conversation roadmap to deepen trust and move every interaction forward.
First 5 Minutes Checklist
Make every client meeting count by setting the right tone from the start.
Trust Accelerator Exercise
A simple, team-friendly activity to help uncover and strengthen trust factors with clients.
R.E.A.L. Story Template
Guide your team to craft authentic, memorable stories that connect with clients emotionally.
Client Communication Audit
A self-assessment to spot gaps in your team’s client communication approach.
I.M.P.A.C.T.™ Framework
Turn routine touch points into meaningful moments that drive loyalty and referrals.
Story Catching Framework
Train your staff to listen deeply and “catch” the client stories that build lasting relationships.
S.P.A.R.K.™ Meeting Map
A plug-and-play template for running client meetings that stay focused and produce results.
Generational Cheat Sheet
Instant insight into how Boomers, Gen X, Millennials, and Gen Z prefer to communicate and decide.