Description
Meeyeon Park & Mark R – CFI Education – Effective Communication for Client Facing Advisors download, Meeyeon Park & Mark R – CFI Education – Effective Communication for Client Facing Advisors review, Meeyeon Park & Mark R – CFI Education – Effective Communication for Client Facing Advisors free
Meeyeon Park & Mark R – CFI Education – Effective Communication for Client Facing Advisors
Effective Communication for Client Facing Advisors
Communicate with greater confidence and clarity to create strong, trusting client-advisor relationships. – Understand what method of communication will best serve your client for every interaction. – Increase your understanding and awareness of professionalism, respect, and emotional intelligence, to master presenting your best self in every client-facing scenario. – Reduce the risk of reacting to clients in any way
Overview
Effective Communication for Client Facing Advisors
Financial planning and wealth management is an industry where the average are separated from the exceptional by their mastery of effective communication skills.
Being a successful advisor is a long-term game. Developing the skills to connect with and deeply understand clients will allow you to form trusting, long-term client relationships that successful practices are built on. While learning effective communication skills requires more open-ended discussion and less procedural instruction, it is just as important as financial statement analysis if you want to be a successful advisor.
Effective Communication Learning Objectives
Upon completing this course, you will be able to:
Understand how to be intentional and determine what method of communication is best for each client interaction, however brief or long
Tailor your communication style to the needs of specific clients and respect their preferences
Identify different ways to approach challenging client situations, and apply a structured approach to effectively communicating your message
Who Should Take This Course?
Financial planners and wealth advisors are client-facing roles that require a mastery of effective communication skills to realize long-term career success. All advisors will have a common level of technical knowledge that is proven by a required professional designation; differentiate yourself by mastering your non-technical skills.
What you’ll learn
Introduction
Course Introduction
Learning Objectives
Effective Communication Overview
Downloadable File
Methods of Communication
What Ways to Communicate and When
Interactive Exercise 1
Determining Communication Methods
Professionalism and Respect
Emotional Intelligence Part 1
Emotional Intelligence Part 2
Challenging Conversations
Challenging Conversations Overview
Drivers of Client Concerns
ARC Framework
Challenging Client Situations
Scenarios Overview
Scenario One Introduction
Scenario One
Scenario One Debrief
Scenario One Resolution
Scenario Two Introduction
Scenario Two
Scenario Two Debrief
Scenario Two Resolution
Scenario Three Introduction
Scenario Three
Scenario Three Debrief
Scenario Three Resolution
Scenario Four Introduction
Scenario Four
Scenario Four Debrief
Scenario Four Resolution
Course Summary
Course Summary
Qualified Assessment
Qualified Assessment
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