Effective Communication for Client Facing Advisors

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

• 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.