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.
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.
Approx 2h to complete
100% online and self-paced
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.