About the course
Traditional KYC processes often miss the mark, leaving you exposed to compliance issues and unable to build the deep trust your clients expect. That’s where You, Me, and the KYC™ comes in. This innovative, three-day training program is designed specifically for financial professionals like you who want to excel in today’s complex, client-focused environment. Built on the KYCd Model™, our approach goes beyond checklists—helping you understand your clients’ values, beliefs, and life circumstances, not just their financial facts. Learn practical, empathy-driven techniques rooted in behavioural finance and psychology, so you can have more meaningful conversations, uncover real needs, to deliver advice that truly fits. Register now!
All about ME!
Day 1 explores how people think, what they believe, and how to work effectively with individuals when conditions may not be ideal - such as a spouse’s death or job loss. Learn why people do things they do through exploring human needs, behaviours, values, etc., through exploring our own lives. (outline below)
All about YOU!
Day 2 is all about learning about the KYCd model and how to apply day 1 knowledge into your client conversations. This is the day when fears are faced, and difficult conversations are conquered! This day is all about creating a bank of questions AND learning how to use them with your clients.
All about the KYC!
Day 3 is where you put the theory and practice to the test! The last day is all about working with the new skills and tools you have learned about, with a client.
Curriculum
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1
Welcome
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(Included in full purchase)
Welcome!
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2
About You & the Course
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(Included in full purchase)
About Me
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3
Choice Theory / Reality Therapy
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(Included in full purchase)
A brief overview of Choice Theory / Reality Therapy (CT/RT)
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(Included in full purchase)
The choices we make
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(Included in full purchase)
Our relationships
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(Included in full purchase)
My Relationship Habits
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(Included in full purchase)
Basic Needs
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(Included in full purchase)
My Basic Needs
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(Included in full purchase)
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4
Social Identity Theory
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(Included in full purchase)
Social Identity Theory
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My Social Identity
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5
Biopsychosocial Theory
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(Included in full purchase)
What is Biopsychosocial Theory?
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(Included in full purchase)
Empathy vs Sympathy
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Empathy and the Empathetic Position
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6
Difficult Conversations
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(Included in full purchase)
About the elephant in the room
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(Included in full purchase)
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7
What's next?
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(Included in full purchase)
This is just the beginning!
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All about ME!
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(Included in full purchase)
What people are saying
The early reviews are in!
"We no longer live in the setting of historically traditional insurance need based on a few basic facts. I believe the (bio)socio-psychological perspective is imperative to best business practices in today’s market. KUDOS to you for recognizing that and bringing KYC into this century !!!"
Toronto, ON
"Cool way to have the KYC discussion. ... you are going to change the way we do KYC’s. Amazing."
Calgary, AB
Lauren A. Jeffery, RP, MA, CEA, CTDP
Lauren is a practice management expert in Canadian wealth management, as well as a licensed psychotherapist. Lauren's doctoral research and the innovative KYCd model empower advisors to build authentic client relationships, reduce bias, and deliver truly personalized advice. I’m dedicated to normalizing help-seeking and fostering resilience in every client interaction. Lauren specializes in guiding high-net-worth individuals through more turbulent times in their personal and professional lives. Lauren's approach blends compassion, evidence-based techniques, and deep expertise in emotional well-being.
It's time to know your client's differently
Let's talk.